Creative Planning
ACH

Creative Planning’s Alum Corp of China Ltd ACH Stock Holding History

Creative Planning’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-40
Closed – – 4990
2016
Q4 		$0 Hold
40
– – ﹤0.01% 4919
2016
Q3 		$0 Buy
+40
New +$354 ﹤0.01% 4792
2016
Q1 		– Sell
-200
Closed -$2K – 4607
2015
Q4 		$2K Hold
200
– – ﹤0.01% 4092
2015
Q3 		$2K Buy
+200
New +$1.79K ﹤0.01% 3999
2015
Q2 		– Sell
-200
Closed -$2K – 3307
2015
Q1 		$2K Sell
200
-705
-78% -$8.38K ﹤0.01% 3933
2014
Q4 		$10K Buy
905
+605
+202% +$6.55K ﹤0.01% 3138
2014
Q3 		$3K Hold
300
– – ﹤0.01% 3558
2014
Q2 		$3K Hold
300
– – ﹤0.01% 3433
2014
Q1 		$3K Hold
300
– – ﹤0.01% 3288
2013
Q4 		$3K Sell
300
-200
-40% -$1.81K ﹤0.01% 3034
2013
Q3 		$5K Buy
500
+200
+67% +$1.69K ﹤0.01% 2749
2013
Q2 		$2K Buy
+300
New +$2.8K ﹤0.01% 2860

Other funds holding ACH

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's ACH Position: Q1 2017 in Review

Creative Planning sold out of Alum Corp of China Ltd (ACH) in Q1 2017, closing a stake of 40 shares.

Creative Planning first reported a position in ACH in Q2 2013 and held it in 12 quarters. The position peaked at $10K in Q4 2014. 38 funds tracked by Wall St. Rank hold ACH as of Q1 2017.

  • Creative Planning reported no remaining Alum Corp of China Ltd position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 40 Alum Corp of China Ltd shares in Q1 2017.
  • Creative Planning first reported a position in Alum Corp of China Ltd in Q2 2013 and held it in 12 quarters.
  • Creative Planning's Alum Corp of China Ltd position peaked at $10K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Alum Corp of China Ltd as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.