Creative Planning
AIFU

Creative Planning’s AIFU Inc AIFU Stock Holding History

Creative Planning’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-13
Closed -$38K – 4610
2015
Q3 		$38K Buy
+13
New +$40.8K ﹤0.01% 2253
2015
Q2 		– Sell
-13
Closed -$43K – 3100
2015
Q1 		$43K Buy
13
+12
+1,200% +$39.3K ﹤0.01% 2125
2014
Q4 		$1K Hold
1
– – ﹤0.01% 4015
2014
Q3 		$1K Hold
1
– – ﹤0.01% 3879
2014
Q2 		$1K Hold
1
– – ﹤0.01% 3677
2014
Q1 		$2K Hold
1
– – ﹤0.01% 3393
2013
Q4 		$1K Hold
1
– – ﹤0.01% 3236
2013
Q3 		$1K Hold
1
– – ﹤0.01% 3128
2013
Q2 		$1K Buy
+1
New +$2.53K ﹤0.01% 2985

Other funds holding AIFU

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

Creative Planning's AIFU Position: Q4 2015 in Review

Creative Planning sold out of AIFU Inc (AIFU) in Q4 2015, closing a stake of 13 shares — an estimated $38K sold.

Creative Planning first reported a position in AIFU in Q2 2013 and held it in 9 quarters. The position peaked at $43K in Q1 2015. 36 funds tracked by Wall St. Rank hold AIFU as of Q4 2015.

  • Creative Planning reported no remaining AIFU Inc position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 13 AIFU Inc shares in Q4 2015, an estimated $38K.
  • Creative Planning first reported a position in AIFU Inc in Q2 2013 and held it in 9 quarters.
  • Creative Planning's AIFU Inc position peaked at $43K in Q1 2015.
  • 36 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.