Creative Planning
XLRN

Creative Planning’s Acceleron Pharma XLRN Stock Holding History

Creative Planning’s Portfolio XLRN Stock Details XLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,597
Closed -$79K – 4078
2017
Q2 		$79K Hold
2,597
– – ﹤0.01% 2164
2017
Q1 		$69K Sell
2,597
-53
-2% -$1.4K ﹤0.01% 2237
2016
Q4 		$68K Buy
2,650
+53
+2% +$1.68K ﹤0.01% 2145
2016
Q3 		$94K Hold
2,597
– – ﹤0.01% 1888
2016
Q2 		$88K Sell
2,597
-50
-2% -$1.63K ﹤0.01% 1757
2016
Q1 		$70K Buy
2,647
+400
+18% +$11.6K ﹤0.01% 1867
2015
Q4 		$110K Hold
2,247
– – ﹤0.01% 1576
2015
Q3 		$56K Buy
+2,247
New +$67.5K ﹤0.01% 1965
2015
Q2 		– Sell
-2,247
Closed -$86K – 3356
2015
Q1 		$86K Buy
2,247
+647
+40% +$25.7K ﹤0.01% 1655
2014
Q4 		$62K Buy
+1,600
New +$55.8K ﹤0.01% 1860

Other funds holding XLRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

Creative Planning's XLRN Position: Q3 2017 in Review

Creative Planning sold out of Acceleron Pharma (XLRN) in Q3 2017, closing a stake of 2,597 shares — an estimated $79K sold.

Creative Planning first reported a position in XLRN in Q4 2014 and held it in 10 quarters. The position peaked at $110K in Q4 2015. 149 funds tracked by Wall St. Rank hold XLRN as of Q3 2017.

  • Creative Planning reported no remaining Acceleron Pharma position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,597 Acceleron Pharma shares in Q3 2017, an estimated $79K.
  • Creative Planning first reported a position in Acceleron Pharma in Q4 2014 and held it in 10 quarters.
  • Creative Planning's Acceleron Pharma position peaked at $110K in Q4 2015.
  • 149 funds tracked by Wall St. Rank held Acceleron Pharma as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.