Creative Planning
HPJ

Creative Planning’s Highpower International Inc HPJ Stock Holding History

Creative Planning’s Portfolio HPJ Stock Details HPJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,200
Closed -$5K – 4859
2015
Q3 		$5K Buy
+2,200
New +$6.03K ﹤0.01% 3682
2013
Q3 		– Sell
-800
Closed -$1K – 3549
2013
Q2 		$1K Buy
+800
New +$846 ﹤0.01% 3045

Other funds holding HPJ

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FIM
Friedberg Investment Management Houston, Texas $61.9M AUM 20.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's HPJ Position: Q4 2015 in Review

Creative Planning sold out of Highpower International Inc (HPJ) in Q4 2015, closing a stake of 2,200 shares — an estimated $5K sold.

Creative Planning first reported a position in HPJ in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2015. 10 funds tracked by Wall St. Rank hold HPJ as of Q4 2015.

  • Creative Planning reported no remaining Highpower International Inc position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 2,200 Highpower International Inc shares in Q4 2015, an estimated $5K.
  • Creative Planning first reported a position in Highpower International Inc in Q2 2013 and held it in 2 quarters.
  • Creative Planning's Highpower International Inc position peaked at $5K in Q3 2015.
  • 10 funds tracked by Wall St. Rank held Highpower International Inc as of Q4 2015.

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