Creative Planning
KNDI

Creative Planning’s Kandi Technologies Group KNDI Stock Holding History

Creative Planning’s Portfolio KNDI Stock Details KNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2
Closed – – 2861
2017
Q2 		$0 Sell
2
-930
-100% -$3.84K ﹤0.01% 4724
2017
Q1 		$4K Sell
932
-20
-2% -$86 ﹤0.01% 4057
2016
Q4 		$5K Buy
952
+20
+2% +$99 ﹤0.01% 3955
2016
Q3 		$5K Sell
932
-9,070
-91% -$59K ﹤0.01% 3878
2016
Q2 		$72K Sell
10,002
-1,675
-14% -$11.8K ﹤0.01% 1880
2016
Q1 		$84K Sell
11,677
-4,200
-26% -$32.6K ﹤0.01% 1733
2015
Q4 		$173K Sell
15,877
-2,525
-14% -$23.8K ﹤0.01% 1291
2015
Q3 		$97K Buy
+18,402
New +$127K ﹤0.01% 1617
2015
Q2 		– Sell
-7,620
Closed -$94K – 2110
2015
Q1 		$94K Sell
7,620
-600
-7% -$7.82K ﹤0.01% 1609
2014
Q4 		$115K Buy
8,220
+7,300
+793% +$100K ﹤0.01% 1474
2014
Q3 		$12K Hold
920
– – ﹤0.01% 2839
2014
Q2 		$13K Sell
920
-400
-30% -$5.06K ﹤0.01% 2735
2014
Q1 		$22K Buy
+1,320
New +$19.8K ﹤0.01% 2304

Other funds holding KNDI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Creative Planning's KNDI Position: Q3 2017 in Review

Creative Planning sold out of Kandi Technologies Group (KNDI) in Q3 2017, closing a stake of 2 shares.

Creative Planning first reported a position in KNDI in Q1 2014 and held it in 13 quarters. The position peaked at $173K in Q4 2015. 38 funds tracked by Wall St. Rank hold KNDI as of Q3 2017.

  • Creative Planning reported no remaining Kandi Technologies Group position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2 Kandi Technologies Group shares in Q3 2017.
  • Creative Planning first reported a position in Kandi Technologies Group in Q1 2014 and held it in 13 quarters.
  • Creative Planning's Kandi Technologies Group position peaked at $173K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q3 2017.

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