Creative Planning’s Xoma XOMA Stock Holding History

Creative Planning’s Portfolio XOMA Stock Details XOMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-81	Closed	-$1K	–	3748
2017 Q2	$1K	Sell	81 -700	-90%	-$4.66K	﹤0.01%	4516
2017 Q1	$6K	Sell	781 -500	-39%	-$2.57K	﹤0.01%	3895
2016 Q4	$5K	Sell	1,281 -176	-12%	-$1.09K	﹤0.01%	3982
2016 Q3	$13K	Buy	1,457 +687	+89%	+$7.9K	﹤0.01%	3347
2016 Q2	$8K	Hold	770	–	–	﹤0.01%	3407
2016 Q1	$12K	Buy	770 +225	+41%	+$4.05K	﹤0.01%	3125
2015 Q4	$15K	Sell	545 -2,837	-84%	-$72.4K	﹤0.01%	3048
2015 Q3	$51K	Buy	+3,382	New	+$107K	﹤0.01%	2030
2015 Q2	–	Sell	-319	Closed	-$23K	–	3060
2015 Q1	$23K	Sell	319 -38	-11%	-$2.79K	﹤0.01%	2620
2014 Q4	$26K	Buy	357 +350	+5,000%	+$30K	﹤0.01%	2475
2014 Q3	$1K	Hold	7	–	–	﹤0.01%	3877
2014 Q2	$1K	Hold	7	–	–	﹤0.01%	3676
2014 Q1	$1K	Hold	7	–	–	﹤0.01%	3534
2013 Q4	$1K	Sell	7 -5	-42%	-$504	﹤0.01%	3235
2013 Q3	$1K	Sell	12 -38	-76%	-$3.45K	﹤0.01%	3125
2013 Q2	$4K	Buy	+50	New	+$3.72K	﹤0.01%	2638

Other funds holding XOMA

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Creative Planning's XOMA Position: Q3 2017 in Review

Creative Planning sold out of Xoma (XOMA) in Q3 2017, closing a stake of 81 shares — an estimated $1K sold.

Creative Planning first reported a position in XOMA in Q2 2013 and held it in 16 quarters. The position peaked at $51K in Q3 2015. 34 funds tracked by Wall St. Rank hold XOMA as of Q3 2017.

Creative Planning reported no remaining Xoma position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 81 Xoma shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in Xoma in Q2 2013 and held it in 16 quarters.
Creative Planning's Xoma position peaked at $51K in Q3 2015.
34 funds tracked by Wall St. Rank held Xoma as of Q3 2017.

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