Creative Planning
GSOL

Creative Planning’s Global Sources Ltd GSOL Stock Holding History

Creative Planning’s Portfolio GSOL Stock Details GSOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,090
Closed -$75K – 5033
2017
Q1 		$75K Buy
+9,090
New +$79.8K ﹤0.01% 2157
2016
Q2 		– Sell
-500
Closed -$4K – 4652
2016
Q1 		$4K Hold
500
– – ﹤0.01% 3753
2015
Q4 		$4K Buy
+500
New +$4.31K ﹤0.01% 3847

Other funds holding GSOL

TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's GSOL Position: Q2 2017 in Review

Creative Planning sold out of Global Sources Ltd (GSOL) in Q2 2017, closing a stake of 9,090 shares — an estimated $75K sold.

Creative Planning first reported a position in GSOL in Q4 2015 and held it in 3 quarters. The position peaked at $75K in Q1 2017. 47 funds tracked by Wall St. Rank hold GSOL as of Q2 2017.

  • Creative Planning reported no remaining Global Sources Ltd position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 9,090 Global Sources Ltd shares in Q2 2017, an estimated $75K.
  • Creative Planning first reported a position in Global Sources Ltd in Q4 2015 and held it in 3 quarters.
  • Creative Planning's Global Sources Ltd position peaked at $75K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Global Sources Ltd as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.