Creative Planning

Creative Planning’s Yingli Green Energy Holding Comp YGE Stock Holding History

Creative Planning’s Portfolio YGE Stock Details YGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-329	Closed	-$1K	–	4419
2017 Q2	$1K	Buy	329 +29	+10%	+$69	﹤0.01%	4566
2017 Q1	$1K	Hold	300	–	–	﹤0.01%	4577
2016 Q4	$1K	Hold	300	–	–	﹤0.01%	4560
2016 Q3	$1K	Hold	300	–	–	﹤0.01%	4512
2016 Q2	$1K	Buy	300 +200	+200%	+$825	﹤0.01%	4284
2016 Q1	$0	Hold	100	–	–	﹤0.01%	4686
2015 Q4	$0	Sell	100 -1,070	-91%	-$6.82K	﹤0.01%	4714
2015 Q3	$5K	Sell	1,170 -5,021	-81%	-$39.6K	﹤0.01%	3664
2015 Q2	$76K	Buy	6,191 +4,941	+395%	+$76.3K	﹤0.01%	1000
2015 Q1	$23K	Buy	1,250 +440	+54%	+$9.24K	﹤0.01%	2626
2014 Q4	$19K	Sell	810 -252	-24%	-$6.73K	﹤0.01%	2716
2014 Q3	$33K	Buy	1,062 +15	+1%	+$519	﹤0.01%	2198
2014 Q2	$39K	Hold	1,047	–	–	﹤0.01%	2052
2014 Q1	$46K	Buy	1,047 +700	+202%	+$42K	﹤0.01%	1860
2013 Q4	$18K	Sell	347 -248	-42%	-$15.1K	﹤0.01%	2263
2013 Q3	$41K	Buy	595 +500	+526%	+$22.4K	﹤0.01%	1639
2013 Q2	$3K	Buy	+95	New	+$2.45K	﹤0.01%	2761

Other funds holding YGE

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $2.72B AUM 47.27% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cutler Group San Francisco, California $198M AUM 45.11% 1-Year Est. Return

Bank of America

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