Creative Planning’s China Distance Education Holdings Limited DL Stock Holding History

Creative Planning’s Portfolio DL Stock Details DL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,000	Closed	-$11K	–	5012
2016 Q4	$11K	Hold	1,000	–	–	﹤0.01%	3517
2016 Q3	$13K	Hold	1,000	–	–	﹤0.01%	3353
2016 Q2	$10K	Buy	+1,000	New	+$12.4K	﹤0.01%	3270
2016 Q1	–	Sell	-3,000	Closed	-$44K	–	4630
2015 Q4	$44K	Hold	3,000	–	–	﹤0.01%	2220
2015 Q3	$38K	Buy	+3,000	New	+$37.1K	﹤0.01%	2257
2015 Q2	–	Sell	-2,000	Closed	-$34K	–	3402
2015 Q1	$34K	Hold	2,000	–	–	﹤0.01%	2292
2014 Q4	$33K	Sell	2,000 -3,300	-62%	-$51.5K	﹤0.01%	2284
2014 Q3	$74K	Sell	5,300 -9,700	-65%	-$154K	﹤0.01%	1666
2014 Q2	$251K	Sell	15,000 -1,000	-6%	-$16.4K	﹤0.01%	925
2014 Q1	$288K	Buy	+16,000	New	+$342K	﹤0.01%	837

Other funds holding DL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Creative Planning's DL Position: Q1 2017 in Review

Creative Planning sold out of China Distance Education Holdings Limited (DL) in Q1 2017, closing a stake of 1,000 shares — an estimated $11K sold.

Creative Planning first reported a position in DL in Q1 2014 and held it in 10 quarters. The position peaked at $288K in Q1 2014. 34 funds tracked by Wall St. Rank hold DL as of Q1 2017.

Creative Planning reported no remaining China Distance Education Holdings Limited position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 1,000 China Distance Education Holdings Limited shares in Q1 2017, an estimated $11K.
Creative Planning first reported a position in China Distance Education Holdings Limited in Q1 2014 and held it in 10 quarters.
Creative Planning's China Distance Education Holdings Limited position peaked at $288K in Q1 2014.
34 funds tracked by Wall St. Rank held China Distance Education Holdings Limited as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.