Creative Planning’s China Auto Logistics Inc CALI Stock Holding History

Creative Planning’s Portfolio CALI Stock Details CALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-800	Closed	-$2K	–	4601
2017 Q2	$2K	Hold	800	–	–	﹤0.01%	4388
2017 Q1	$1K	Hold	800	–	–	﹤0.01%	4605
2016 Q4	$3K	Sell	800 -100	-11%	-$317	﹤0.01%	4222
2016 Q3	$3K	Hold	900	–	–	﹤0.01%	4184
2016 Q2	$2K	Hold	900	–	–	﹤0.01%	4118
2016 Q1	$1K	Hold	900	–	–	﹤0.01%	4267
2015 Q4	$1K	Hold	900	–	–	﹤0.01%	4361
2015 Q3	$1K	Buy	+900	New	+$863	﹤0.01%	4256
2015 Q2	–	Sell	-900	Closed	-$1K	–	4099
2015 Q1	$1K	Hold	900	–	–	﹤0.01%	4162
2014 Q4	$1K	Hold	900	–	–	﹤0.01%	4098
2014 Q3	$2K	Hold	900	–	–	﹤0.01%	3772
2014 Q2	$2K	Hold	900	–	–	﹤0.01%	3595
2014 Q1	$3K	Hold	900	–	–	﹤0.01%	3324
2013 Q4	$3K	Buy	+900	New	+$2.68K	﹤0.01%	3067

Other funds holding CALI

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's CALI Position: Q3 2017 in Review

Creative Planning sold out of China Auto Logistics Inc (CALI) in Q3 2017, closing a stake of 800 shares — an estimated $2K sold.

Creative Planning first reported a position in CALI in Q4 2013 and held it in 14 quarters. The position peaked at $3K in Q4 2016. 4 funds tracked by Wall St. Rank hold CALI as of Q3 2017.

Creative Planning reported no remaining China Auto Logistics Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 800 China Auto Logistics Inc shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in China Auto Logistics Inc in Q4 2013 and held it in 14 quarters.
Creative Planning's China Auto Logistics Inc position peaked at $3K in Q4 2016.
4 funds tracked by Wall St. Rank held China Auto Logistics Inc as of Q3 2017.

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