Creative Planning’s China Telecom Corporation, LTD CHA Stock Holding History

Creative Planning’s Portfolio CHA Stock Details CHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$24K	–	4741
2017 Q2	$24K	Sell	500 -100	-17%	-$4.9K	﹤0.01%	3075
2017 Q1	$29K	Buy	600 +100	+20%	+$4.78K	﹤0.01%	2879
2016 Q4	$23K	Hold	500	–	–	﹤0.01%	3000
2016 Q3	$26K	Hold	500	–	–	﹤0.01%	2887
2016 Q2	$22K	Hold	500	–	–	﹤0.01%	2746
2016 Q1	$26K	Hold	500	–	–	﹤0.01%	2592
2015 Q4	$23K	Hold	500	–	–	﹤0.01%	2764
2015 Q3	$24K	Buy	+500	New	+$26.9K	﹤0.01%	2616
2015 Q2	–	Sell	-50	Closed	-$3K	–	4283
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	3837
2014 Q4	$3K	Hold	50	–	–	﹤0.01%	3781
2014 Q3	$3K	Hold	50	–	–	﹤0.01%	3611
2014 Q2	$2K	Hold	50	–	–	﹤0.01%	3602
2014 Q1	$2K	Hold	50	–	–	﹤0.01%	3466
2013 Q4	$3K	Buy	50 +20	+67%	+$1.03K	﹤0.01%	3072
2013 Q3	$1K	Hold	30	–	–	﹤0.01%	3189
2013 Q2	$1K	Buy	+30	New	+$1.48K	﹤0.01%	3057

Other funds holding CHA

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Creative Planning's CHA Position: Q3 2017 in Review

Creative Planning sold out of China Telecom Corporation, LTD (CHA) in Q3 2017, closing a stake of 500 shares — an estimated $24K sold.

Creative Planning first reported a position in CHA in Q2 2013 and held it in 16 quarters. The position peaked at $29K in Q1 2017. 67 funds tracked by Wall St. Rank hold CHA as of Q3 2017.

Creative Planning reported no remaining China Telecom Corporation, LTD position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 China Telecom Corporation, LTD shares in Q3 2017, an estimated $24K.
Creative Planning first reported a position in China Telecom Corporation, LTD in Q2 2013 and held it in 16 quarters.
Creative Planning's China Telecom Corporation, LTD position peaked at $29K in Q1 2017.
67 funds tracked by Wall St. Rank held China Telecom Corporation, LTD as of Q3 2017.

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