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 $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return