Creative Planning
CHU

Creative Planning’s China Unicom (HONG KONG) Limited CHU Stock Holding History

Creative Planning’s Portfolio CHU Stock Details CHU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,899
Closed -$43K – 4655
2017
Q2 		$43K Buy
2,899
+599
+26% +$8.34K ﹤0.01% 2638
2017
Q1 		$31K Hold
2,300
– – ﹤0.01% 2830
2016
Q4 		$27K Hold
2,300
– – ﹤0.01% 2881
2016
Q3 		$28K Hold
2,300
– – ﹤0.01% 2817
2016
Q2 		$24K Hold
2,300
– – ﹤0.01% 2682
2016
Q1 		$30K Sell
2,300
-1,000
-30% -$11.5K ﹤0.01% 2476
2015
Q4 		$40K Hold
3,300
– – ﹤0.01% 2310
2015
Q3 		$42K Buy
+3,300
New +$45.1K ﹤0.01% 2167
2015
Q2 		– Sell
-2,550
Closed -$39K – 4169
2015
Q1 		$39K Sell
2,550
-114
-4% -$1.77K ﹤0.01% 2209
2014
Q4 		$36K Sell
2,664
-219
-8% -$3.16K ﹤0.01% 2225
2014
Q3 		$43K Buy
2,883
+99
+4% +$1.65K ﹤0.01% 2031
2014
Q2 		$43K Buy
2,784
+250
+10% +$3.67K ﹤0.01% 1973
2014
Q1 		$33K Buy
2,534
+20
+0.8% +$263 ﹤0.01% 2088
2013
Q4 		$38K Hold
2,514
– – ﹤0.01% 1790
2013
Q3 		$39K Hold
2,514
– – ﹤0.01% 1679
2013
Q2 		$33K Buy
+2,514
New +$34.4K ﹤0.01% 1632

Other funds holding CHU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Creative Planning's CHU Position: Q3 2017 in Review

Creative Planning sold out of China Unicom (HONG KONG) Limited (CHU) in Q3 2017, closing a stake of 2,899 shares — an estimated $43K sold.

Creative Planning first reported a position in CHU in Q2 2013 and held it in 16 quarters. The position peaked at $43K in Q2 2017. 92 funds tracked by Wall St. Rank hold CHU as of Q3 2017.

  • Creative Planning reported no remaining China Unicom (HONG KONG) Limited position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,899 China Unicom (HONG KONG) Limited shares in Q3 2017, an estimated $43K.
  • Creative Planning first reported a position in China Unicom (HONG KONG) Limited in Q2 2013 and held it in 16 quarters.
  • Creative Planning's China Unicom (HONG KONG) Limited position peaked at $43K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held China Unicom (HONG KONG) Limited as of Q3 2017.

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