Creative Planning
HOLI

Creative Planning’s Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) HOLI Stock Holding History

Creative Planning’s Portfolio HOLI Stock Details HOLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$2K – 4957
2016
Q4 		$2K Sell
100
-46
-32% -$912 ﹤0.01% 4325
2016
Q3 		$3K Buy
+146
New +$2.98K ﹤0.01% 4143
2016
Q1 		– Sell
-200
Closed -$4K – 4579
2015
Q4 		$4K Sell
200
-200
-50% -$4.14K ﹤0.01% 3816
2015
Q3 		$7K Buy
+400
New +$7.77K ﹤0.01% 3455
2015
Q2 		– Sell
-1,400
Closed -$28K – 3158
2015
Q1 		$28K Sell
1,400
-900
-39% -$19.7K ﹤0.01% 2456
2014
Q4 		$56K Buy
2,300
+1,100
+92% +$26.1K ﹤0.01% 1938
2014
Q3 		$27K Buy
1,200
+1,000
+500% +$22.4K ﹤0.01% 2336
2014
Q2 		$5K Buy
+200
New +$4.34K ﹤0.01% 3248
2013
Q4 		– Sell
-533
Closed -$8K – 3503
2013
Q3 		$8K Buy
+533
New +$7.28K ﹤0.01% 2567

Other funds holding HOLI

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return

Creative Planning's HOLI Position: Q1 2017 in Review

Creative Planning sold out of Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) (HOLI) in Q1 2017, closing a stake of 100 shares — an estimated $2K sold.

Creative Planning first reported a position in HOLI in Q3 2013 and held it in 9 quarters. The position peaked at $56K in Q4 2014. 107 funds tracked by Wall St. Rank hold HOLI as of Q1 2017.

  • Creative Planning reported no remaining Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 100 Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) shares in Q1 2017, an estimated $2K.
  • Creative Planning first reported a position in Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) in Q3 2013 and held it in 9 quarters.
  • Creative Planning's Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position peaked at $56K in Q4 2014.
  • 107 funds tracked by Wall St. Rank held Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) as of Q1 2017.

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