Creative Planning’s Sinopec Shanghai Petrochemical Co., Ltd. SHI Stock Holding History

Creative Planning’s Portfolio SHI Stock Details SHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-808	Closed	-$43K	–	4015
2017 Q2	$43K	Buy	808 +500	+162%	+$28K	﹤0.01%	2634
2017 Q1	$17K	Hold	308	–	–	﹤0.01%	3245
2016 Q4	$17K	Hold	308	–	–	﹤0.01%	3193
2016 Q3	$16K	Buy	308 +8	+3%	+$402	﹤0.01%	3217
2016 Q2	$14K	Hold	300	–	–	﹤0.01%	3041
2016 Q1	$15K	Sell	300 -750	-71%	-$32K	﹤0.01%	2977
2015 Q4	$42K	Buy	1,050 +750	+250%	+$30K	﹤0.01%	2266
2015 Q3	$12K	Buy	+300	New	+$12.1K	﹤0.01%	3101
2015 Q2	–	Sell	-450	Closed	-$17K	–	3306
2015 Q1	$17K	Hold	450	–	–	﹤0.01%	2853
2014 Q4	$13K	Hold	450	–	–	﹤0.01%	2973
2014 Q3	$15K	Sell	450 -12	-3%	-$387	﹤0.01%	2720
2014 Q2	$13K	Buy	462 +162	+54%	+$4.12K	﹤0.01%	2753
2014 Q1	$8K	Hold	300	–	–	﹤0.01%	2879
2013 Q4	$9K	Buy	+300	New	+$8.11K	﹤0.01%	2631

Other funds holding SHI

Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's SHI Position: Q3 2017 in Review

Creative Planning sold out of Sinopec Shanghai Petrochemical Co., Ltd. (SHI) in Q3 2017, closing a stake of 808 shares — an estimated $43K sold.

Creative Planning first reported a position in SHI in Q4 2013 and held it in 14 quarters. The position peaked at $43K in Q2 2017. 55 funds tracked by Wall St. Rank hold SHI as of Q3 2017.

Creative Planning reported no remaining Sinopec Shanghai Petrochemical Co., Ltd. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 808 Sinopec Shanghai Petrochemical Co., Ltd. shares in Q3 2017, an estimated $43K.
Creative Planning first reported a position in Sinopec Shanghai Petrochemical Co., Ltd. in Q4 2013 and held it in 14 quarters.
Creative Planning's Sinopec Shanghai Petrochemical Co., Ltd. position peaked at $43K in Q2 2017.
55 funds tracked by Wall St. Rank held Sinopec Shanghai Petrochemical Co., Ltd. as of Q3 2017.

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