Creative Planning’s Ever-Glory International Group, Inc. EVK Stock Holding History

Creative Planning’s Portfolio EVK Stock Details EVK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-300	Closed	-$1K	–	4866
2015 Q3	$1K	Buy	+300	New	+$1.22K	﹤0.01%	4264
2015 Q2	–	Sell	-300	Closed	-$2K	–	4144
2015 Q1	$2K	Hold	300	–	–	﹤0.01%	3980
2014 Q4	$2K	Hold	300	–	–	﹤0.01%	3920
2014 Q3	$2K	Hold	300	–	–	﹤0.01%	3775
2014 Q2	$2K	Hold	300	–	–	﹤0.01%	3596
2014 Q1	$2K	Hold	300	–	–	﹤0.01%	3459
2013 Q4	$1K	Buy	+300	New	+$1.45K	﹤0.01%	3283

Other funds holding EVK

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's EVK Position: Q4 2015 in Review

Creative Planning sold out of Ever-Glory International Group, Inc. (EVK) in Q4 2015, closing a stake of 300 shares — an estimated $1K sold.

Creative Planning first reported a position in EVK in Q4 2013 and held it in 7 quarters. The position peaked at $2K in Q1 2015. 7 funds tracked by Wall St. Rank hold EVK as of Q4 2015.

Creative Planning reported no remaining Ever-Glory International Group, Inc. position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 300 Ever-Glory International Group, Inc. shares in Q4 2015, an estimated $1K.
Creative Planning first reported a position in Ever-Glory International Group, Inc. in Q4 2013 and held it in 7 quarters.
Creative Planning's Ever-Glory International Group, Inc. position peaked at $2K in Q1 2015.
7 funds tracked by Wall St. Rank held Ever-Glory International Group, Inc. as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.