Creative Planning’s Yueda Digital Holding YDKG Stock Holding History

Creative Planning’s Portfolio YDKG Stock Details YDKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1	Closed	-$7K	–	4343
2016 Q1	$7K	Buy	+1	New	+$10.9K	﹤0.01%	3387

Other funds holding YDKG

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

TAAM

Top Ace Asset Management Hong Kong $25.3M AUM 23.27% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Societe Generale $14.1B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAIMH

Central Asset Investments & Management Holdings Hong Kong $108M AUM 304.4% 1-Year Est. Return

OAM

Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

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

Creative Planning's YDKG Position: Q2 2016 in Review

Creative Planning sold out of Yueda Digital Holding (YDKG) in Q2 2016, closing a stake of 1 share — an estimated $7K sold.

Creative Planning first reported a position in YDKG in Q1 2016 and held it in 1 quarter. The position peaked at $7K in Q1 2016. 39 funds tracked by Wall St. Rank hold YDKG as of Q2 2016.

Creative Planning reported no remaining Yueda Digital Holding position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 1 Yueda Digital Holding share in Q2 2016, an estimated $7K.
Creative Planning first reported a position in Yueda Digital Holding in Q1 2016 and held it in 1 quarter.
Creative Planning's Yueda Digital Holding position peaked at $7K in Q1 2016.
39 funds tracked by Wall St. Rank held Yueda Digital Holding as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.