Creative Planning
JASO

Creative Planning’s JA Solar Holdings, Co., Ltd JASO Stock Holding History

Creative Planning’s Portfolio JASO Stock Details JASO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-800
Closed -$5K – 4416
2017
Q2 		$5K Sell
800
-1,240
-61% -$8.37K ﹤0.01% 4040
2017
Q1 		$13K Sell
2,040
-45
-2% -$228 ﹤0.01% 3448
2016
Q4 		$10K Sell
2,085
-780
-27% -$4.41K ﹤0.01% 3581
2016
Q3 		$17K Sell
2,865
-550
-16% -$3.88K ﹤0.01% 3188
2016
Q2 		$23K Buy
3,415
+800
+31% +$6.36K ﹤0.01% 2707
2016
Q1 		$23K Sell
2,615
-4,050
-61% -$35.6K ﹤0.01% 2665
2015
Q4 		$65K Buy
6,665
+1,625
+32% +$14.3K ﹤0.01% 1911
2015
Q3 		$39K Buy
+5,040
New +$38.8K ﹤0.01% 2232
2015
Q2 		– Sell
-3,210
Closed -$31K – 3635
2015
Q1 		$31K Buy
3,210
+940
+41% +$8.14K ﹤0.01% 2387
2014
Q4 		$19K Hold
2,270
– – ﹤0.01% 2715
2014
Q3 		$21K Sell
2,270
-720
-24% -$6.88K ﹤0.01% 2527
2014
Q2 		$32K Buy
2,990
+2,240
+299% +$22.7K ﹤0.01% 2185
2014
Q1 		$8K Sell
750
-20
-3% -$201 ﹤0.01% 2884
2013
Q4 		$7K Sell
770
-1,000
-56% -$10.1K ﹤0.01% 2738
2013
Q3 		$18K Buy
1,770
+1,750
+8,750% +$14.8K ﹤0.01% 2172
2013
Q2 		$0 Buy
+20
New +$116 ﹤0.01% 3153

Other funds holding JASO

NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Creative Planning's JASO Position: Q3 2017 in Review

Creative Planning sold out of JA Solar Holdings, Co., Ltd (JASO) in Q3 2017, closing a stake of 800 shares — an estimated $5K sold.

Creative Planning first reported a position in JASO in Q2 2013 and held it in 16 quarters. The position peaked at $65K in Q4 2015. 74 funds tracked by Wall St. Rank hold JASO as of Q3 2017.

  • Creative Planning reported no remaining JA Solar Holdings, Co., Ltd position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 800 JA Solar Holdings, Co., Ltd shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in JA Solar Holdings, Co., Ltd in Q2 2013 and held it in 16 quarters.
  • Creative Planning's JA Solar Holdings, Co., Ltd position peaked at $65K in Q4 2015.
  • 74 funds tracked by Wall St. Rank held JA Solar Holdings, Co., Ltd as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.