Creative Planning
SORL

Creative Planning’s SORL Auto Parts, Inc. SORL Stock Holding History

Creative Planning’s Portfolio SORL Stock Details SORL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-220
Closed -$1K – 4661
2017
Q2 		$1K Buy
+220
New +$1.31K ﹤0.01% 4582
2016
Q4 		– Sell
-1,006
Closed -$4K – 5116
2016
Q3 		$4K Buy
+1,006
New +$2.47K ﹤0.01% 4050

Other funds holding SORL

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's SORL Position: Q3 2017 in Review

Creative Planning sold out of SORL Auto Parts, Inc. (SORL) in Q3 2017, closing a stake of 220 shares — an estimated $1K sold.

Creative Planning first reported a position in SORL in Q3 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 25 funds tracked by Wall St. Rank hold SORL as of Q3 2017.

  • Creative Planning reported no remaining SORL Auto Parts, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 220 SORL Auto Parts, Inc. shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in SORL Auto Parts, Inc. in Q3 2016 and held it in 2 quarters.
  • Creative Planning's SORL Auto Parts, Inc. position peaked at $4K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held SORL Auto Parts, Inc. as of Q3 2017.

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