Creative Planning
CAAS icon

Creative Planning’s China Automotive Systems CAAS Stock Holding History

Creative Planning’s Portfolio CAAS Stock Details CAAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,055
Closed -$24K – 2140
2017
Q2 		$24K Buy
5,055
+2,000
+65% +$9.72K ﹤0.01% 3045
2017
Q1 		$15K Buy
3,055
+2,090
+217% +$10.5K ﹤0.01% 3320
2016
Q4 		$5K Sell
965
-35
-4% -$175 ﹤0.01% 3936
2016
Q3 		$4K Hold
1,000
– – ﹤0.01% 3954
2016
Q2 		$3K Hold
1,000
– – ﹤0.01% 3856
2016
Q1 		$5K Hold
1,000
– – ﹤0.01% 3562
2015
Q4 		$5K Hold
1,000
– – ﹤0.01% 3652
2015
Q3 		$5K Buy
+1,000
New +$6.59K ﹤0.01% 3584
2015
Q2 		– Sell
-1,400
Closed -$10K – 1364
2015
Q1 		$10K Hold
1,400
– – ﹤0.01% 3178
2014
Q4 		$10K Hold
1,400
– – ﹤0.01% 3111
2014
Q3 		$13K Sell
1,400
-1,500
-52% -$13.9K ﹤0.01% 2786
2014
Q2 		$25K Buy
2,900
+1,500
+107% +$12.4K ﹤0.01% 2352
2014
Q1 		$11K Buy
1,400
+200
+17% +$1.57K ﹤0.01% 2699
2013
Q4 		$10K Sell
1,200
-400
-25% -$3.02K ﹤0.01% 2553
2013
Q3 		$12K Buy
1,600
+400
+33% +$2.99K ﹤0.01% 2347
2013
Q2 		$6K Buy
+1,200
New +$5.88K ﹤0.01% 2463

Other funds holding CAAS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
SCM
Stuyvesant Capital Management Armonk, New York $41.1M AUM 17.11% 1-Year Est. Return

Creative Planning's CAAS Position: Q3 2017 in Review

Creative Planning sold out of China Automotive Systems (CAAS) in Q3 2017, closing a stake of 5,055 shares — an estimated $24K sold.

Creative Planning first reported a position in CAAS in Q2 2013 and held it in 16 quarters. The position peaked at $25K in Q2 2014. 26 funds tracked by Wall St. Rank hold CAAS as of Q3 2017.

  • Creative Planning reported no remaining China Automotive Systems position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 5,055 China Automotive Systems shares in Q3 2017, an estimated $24K.
  • Creative Planning first reported a position in China Automotive Systems in Q2 2013 and held it in 16 quarters.
  • Creative Planning's China Automotive Systems position peaked at $25K in Q2 2014.
  • 26 funds tracked by Wall St. Rank held China Automotive Systems as of Q3 2017.

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