Creative Planning
LIWA

Creative Planning’s LIHUA INTL INC COM STK (DE) LIWA Stock Holding History

Creative Planning’s Portfolio LIWA Stock Details LIWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-30,400
Closed -$151K – 3716
2013
Q3 		$151K Sell
30,400
-2,000
-6% -$10.1K ﹤0.01% 889
2013
Q2 		$156K Buy
+32,400
New +$170K ﹤0.01% 762

Other funds holding LIWA

GMCM
Gruber & McBaine Capital Management San Francisco, California $369M AUM 12.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's LIWA Position: Q4 2013 in Review

Creative Planning sold out of LIHUA INTL INC COM STK (DE) (LIWA) in Q4 2013, closing a stake of 30,400 shares — an estimated $151K sold.

Creative Planning first reported a position in LIWA in Q2 2013 and held it in 2 quarters. The position peaked at $156K in Q2 2013. 41 funds tracked by Wall St. Rank hold LIWA as of Q4 2013.

  • Creative Planning reported no remaining LIHUA INTL INC COM STK (DE) position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 30,400 LIHUA INTL INC COM STK (DE) shares in Q4 2013, an estimated $151K.
  • Creative Planning first reported a position in LIHUA INTL INC COM STK (DE) in Q2 2013 and held it in 2 quarters.
  • Creative Planning's LIHUA INTL INC COM STK (DE) position peaked at $156K in Q2 2013.
  • 41 funds tracked by Wall St. Rank held LIHUA INTL INC COM STK (DE) as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.