Creative Planning
SVA

Creative Planning’s Sinovac Biotech, Ltd SVA Stock Holding History

Creative Planning’s Portfolio SVA Stock Details SVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$3K – 4737
2017
Q2 		$3K Sell
500
-111
-18% -$608 ﹤0.01% 4267
2017
Q1 		$4K Buy
611
+111
+22% +$643 ﹤0.01% 4122
2016
Q4 		$3K Hold
500
– – ﹤0.01% 4225
2016
Q3 		$3K Buy
+500
New +$2.94K ﹤0.01% 4193
2016
Q1 		– Sell
-100
Closed -$1K – 4854
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4375
2015
Q3 		$1K Buy
+100
New +$530 ﹤0.01% 4276
2015
Q2 		– Sell
-100
Closed – – 4278
2015
Q1 		$0 Sell
100
-400
-80% -$1.97K ﹤0.01% 4709
2014
Q4 		$3K Sell
500
-500
-50% -$2.55K ﹤0.01% 3780
2014
Q3 		$5K Hold
1,000
– – ﹤0.01% 3361
2014
Q2 		$6K Hold
1,000
– – ﹤0.01% 3182
2014
Q1 		$7K Hold
1,000
– – ﹤0.01% 2974
2013
Q4 		$6K Hold
1,000
– – ﹤0.01% 2812
2013
Q3 		$6K Sell
1,000
-3,500
-78% -$16.7K ﹤0.01% 2707
2013
Q2 		$18K Buy
+4,500
New +$16.7K ﹤0.01% 2012

Other funds holding SVA

SA
SAIF Advisors Admiralty, Hong Kong $438M AUM
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GP
GLG Partners London, United Kingdom $2.14B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's SVA Position: Q3 2017 in Review

Creative Planning sold out of Sinovac Biotech, Ltd (SVA) in Q3 2017, closing a stake of 500 shares — an estimated $3K sold.

Creative Planning first reported a position in SVA in Q2 2013 and held it in 14 quarters. The position peaked at $18K in Q2 2013. 35 funds tracked by Wall St. Rank hold SVA as of Q3 2017.

  • Creative Planning reported no remaining Sinovac Biotech, Ltd position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 500 Sinovac Biotech, Ltd shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Sinovac Biotech, Ltd in Q2 2013 and held it in 14 quarters.
  • Creative Planning's Sinovac Biotech, Ltd position peaked at $18K in Q2 2013.
  • 35 funds tracked by Wall St. Rank held Sinovac Biotech, Ltd as of Q3 2017.

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