Creative Planning
AUO

Creative Planning’s AU Optronics Corp AUO Stock Holding History

Creative Planning’s Portfolio AUO Stock Details AUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,756
Closed -$13K – 4669
2017
Q2 		$13K Buy
2,756
+2,410
+697% +$9.67K ﹤0.01% 3489
2017
Q1 		$1K Buy
346
+90
+35% +$355 ﹤0.01% 4607
2016
Q4 		$1K Sell
256
-61
-19% -$225 ﹤0.01% 4582
2016
Q3 		$1K Buy
317
+256
+420% +$981 ﹤0.01% 4534
2016
Q2 		$0 Sell
61
-4,939
-99% -$14K ﹤0.01% 4770
2016
Q1 		$15K Buy
5,000
+4,446
+803% +$12.1K ﹤0.01% 2990
2015
Q4 		$2K Buy
554
+127
+30% +$363 ﹤0.01% 4148
2015
Q3 		$1K Buy
+427
New +$1.45K ﹤0.01% 4267
2015
Q2 		– Sell
-10
Closed – – 4184
2015
Q1 		$0 Sell
10
-200
-95% -$1.07K ﹤0.01% 4683
2014
Q4 		$1K Hold
210
– – ﹤0.01% 4105
2014
Q3 		$1K Hold
210
– – ﹤0.01% 3965
2014
Q2 		$1K Hold
210
– – ﹤0.01% 3733
2014
Q1 		$1K Buy
210
+10
+5% +$31 ﹤0.01% 3596
2013
Q4 		$1K Hold
200
– – ﹤0.01% 3284
2013
Q3 		$1K Hold
200
– – ﹤0.01% 3183
2013
Q2 		$1K Buy
+200
New +$853 ﹤0.01% 3049

Other funds holding AUO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's AUO Position: Q3 2017 in Review

Creative Planning sold out of AU Optronics Corp (AUO) in Q3 2017, closing a stake of 2,756 shares — an estimated $13K sold.

Creative Planning first reported a position in AUO in Q2 2013 and held it in 16 quarters. The position peaked at $15K in Q1 2016. 103 funds tracked by Wall St. Rank hold AUO as of Q3 2017.

  • Creative Planning reported no remaining AU Optronics Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,756 AU Optronics Corp shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in AU Optronics Corp in Q2 2013 and held it in 16 quarters.
  • Creative Planning's AU Optronics Corp position peaked at $15K in Q1 2016.
  • 103 funds tracked by Wall St. Rank held AU Optronics Corp as of Q3 2017.

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