Creative Planning
SPI

Creative Planning’s SPI Energy Co., Ltd. Ordinary Shares SPI Stock Holding History

Creative Planning’s Portfolio SPI Stock Details SPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Hold
0
– – – 4506
2017
Q2 		– Hold
0
– – – 5025
2017
Q1 		– Hold
0
– – – 5081
2016
Q4 		– Hold
0
– – – 5022
2016
Q3 		– Hold
0
– – – 4856
2016
Q2 		– Hold
0
– – – 4647
2016
Q1 		– Hold
0
– – – 4700

Other funds holding SPI

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return