Creative Planning
GSH

Creative Planning’s Guangshen Railway Co. Ltd GSH Stock Holding History

Creative Planning’s Portfolio GSH Stock Details GSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-212
Closed -$5K – 4657
2017
Q2 		$5K Hold
212
– – ﹤0.01% 4052
2017
Q1 		$6K Hold
212
– – ﹤0.01% 3925
2016
Q4 		$6K Buy
212
+62
+41% +$1.71K ﹤0.01% 3917
2016
Q3 		$4K Hold
150
– – ﹤0.01% 4048
2016
Q2 		$4K Hold
150
– – ﹤0.01% 3835
2016
Q1 		$3K Sell
150
-150
-50% -$3.33K ﹤0.01% 3892
2015
Q4 		$7K Hold
300
– – ﹤0.01% 3557
2015
Q3 		$6K Buy
+300
New +$6.78K ﹤0.01% 3568
2015
Q2 		– Sell
-300
Closed -$7K – 4172
2015
Q1 		$7K Hold
300
– – ﹤0.01% 3435
2014
Q4 		$7K Buy
+300
New +$6.41K ﹤0.01% 3374
2014
Q3 		– Sell
-451
Closed -$8K – 4376
2014
Q2 		$8K Hold
451
– – ﹤0.01% 3022
2014
Q1 		$10K Hold
451
– – ﹤0.01% 2783
2013
Q4 		$10K Hold
451
– – ﹤0.01% 2596
2013
Q3 		$12K Hold
451
– – ﹤0.01% 2391
2013
Q2 		$9K Buy
+451
New +$10.3K ﹤0.01% 2340

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Northern Trust
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EHC
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return