Creative Planning’s Kingold Jewelry Inc. KGJI Stock Holding History

Creative Planning’s Portfolio KGJI Stock Details KGJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-167	Closed	-$2K	–	4188
2014 Q1	$2K	Buy	+167	New	+$1.78K	﹤0.01%	3460

Other funds holding KGJI

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VIA

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Creative Planning's KGJI Position: Q2 2014 in Review

Creative Planning sold out of Kingold Jewelry Inc. (KGJI) in Q2 2014, closing a stake of 167 shares — an estimated $2K sold.

Creative Planning first reported a position in KGJI in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 8 funds tracked by Wall St. Rank hold KGJI as of Q2 2014.

Creative Planning reported no remaining Kingold Jewelry Inc. position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 167 Kingold Jewelry Inc. shares in Q2 2014, an estimated $2K.
Creative Planning first reported a position in Kingold Jewelry Inc. in Q1 2014 and held it in 1 quarter.
Creative Planning's Kingold Jewelry Inc. position peaked at $2K in Q1 2014.
8 funds tracked by Wall St. Rank held Kingold Jewelry Inc. as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.