Creative Planning’s China Finance Online Co., Ltd. JRJC Stock Holding History

Creative Planning’s Portfolio JRJC Stock Details JRJC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-50	Closed	-$2K	–	4920
2017 Q1	$2K	Buy	+50	New	+$1.6K	﹤0.01%	4351
2016 Q4	–	Sell	-50	Closed	-$2K	–	4929
2016 Q3	$2K	Buy	+50	New	+$2.19K	﹤0.01%	4290
2015 Q4	–	Sell	-110	Closed	-$4K	–	4654
2015 Q3	$4K	Buy	+110	New	+$4.63K	﹤0.01%	3753
2015 Q1	–	Sell	-30	Closed	-$2K	–	4470
2014 Q4	$2K	Sell	30 -10	-25%	-$619	﹤0.01%	3875
2014 Q3	$3K	Hold	40	–	–	﹤0.01%	3560
2014 Q2	$2K	Hold	40	–	–	﹤0.01%	3556
2014 Q1	$2K	Hold	40	–	–	﹤0.01%	3405
2013 Q4	$3K	Hold	40	–	–	﹤0.01%	3035
2013 Q3	$1K	Hold	40	–	–	﹤0.01%	3137
2013 Q2	$1K	Buy	+40	New	+$554	﹤0.01%	2993

Other funds holding JRJC

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

FSLI

Funde Sino Life Insurance Shenzhen, China $551K AUM 63.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's JRJC Position: Q2 2017 in Review

Creative Planning sold out of China Finance Online Co., Ltd. (JRJC) in Q2 2017, closing a stake of 50 shares — an estimated $2K sold.

Creative Planning first reported a position in JRJC in Q2 2013 and held it in 10 quarters. The position peaked at $4K in Q3 2015. 16 funds tracked by Wall St. Rank hold JRJC as of Q2 2017.

Creative Planning reported no remaining China Finance Online Co., Ltd. position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 50 China Finance Online Co., Ltd. shares in Q2 2017, an estimated $2K.
Creative Planning first reported a position in China Finance Online Co., Ltd. in Q2 2013 and held it in 10 quarters.
Creative Planning's China Finance Online Co., Ltd. position peaked at $4K in Q3 2015.
16 funds tracked by Wall St. Rank held China Finance Online Co., Ltd. as of Q2 2017.

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