Creative Planning
YHGJ icon

Creative Planning’s Yunhong Green CTI Ltd YHGJ Stock Holding History

Creative Planning’s Portfolio YHGJ Stock Details YHGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-90
Closed -$5K – 3764
2017
Q2 		$5K Hold
90
– – ﹤0.01% 4016
2017
Q1 		$5K Hold
90
– – ﹤0.01% 3982
2016
Q4 		$5K Hold
90
– – ﹤0.01% 3984
2016
Q3 		$6K Hold
90
– – ﹤0.01% 3831
2016
Q2 		$6K Sell
90
-10
-10% -$660 ﹤0.01% 3565
2016
Q1 		$6K Sell
100
-130
-57% -$6.66K ﹤0.01% 3517
2015
Q4 		$12K Hold
230
– – ﹤0.01% 3201
2015
Q3 		$9K Buy
+230
New +$8.3K ﹤0.01% 3280

Other funds holding YHGJ

PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's YHGJ Position: Q3 2017 in Review

Creative Planning sold out of Yunhong Green CTI Ltd (YHGJ) in Q3 2017, closing a stake of 90 shares — an estimated $5K sold.

Creative Planning first reported a position in YHGJ in Q3 2015 and held it in 8 quarters. The position peaked at $12K in Q4 2015. 9 funds tracked by Wall St. Rank hold YHGJ as of Q3 2017.

  • Creative Planning reported no remaining Yunhong Green CTI Ltd position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 90 Yunhong Green CTI Ltd shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Yunhong Green CTI Ltd in Q3 2015 and held it in 8 quarters.
  • Creative Planning's Yunhong Green CTI Ltd position peaked at $12K in Q4 2015.
  • 9 funds tracked by Wall St. Rank held Yunhong Green CTI Ltd as of Q3 2017.

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