Creative Planning
YZC

Creative Planning’s Yanzhou Coal Mining YZC Stock Holding History

Creative Planning’s Portfolio YZC Stock Details YZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-650
Closed -$4K – 5184
2016
Q4 		$4K Sell
650
-50
-7% -$367 ﹤0.01% 4119
2016
Q3 		$5K Hold
700
– – ﹤0.01% 3941
2016
Q2 		$4K Hold
700
– – ﹤0.01% 3838
2016
Q1 		$4K Sell
700
-1,100
-61% -$4.88K ﹤0.01% 3768
2015
Q4 		$8K Buy
1,800
+500
+38% +$2.42K ﹤0.01% 3476
2015
Q3 		$6K Buy
+1,300
New +$7.06K ﹤0.01% 3571
2015
Q2 		– Sell
-5,100
Closed -$43K – 4242
2015
Q1 		$43K Sell
5,100
-1,500
-23% -$12.2K ﹤0.01% 2135
2014
Q4 		$56K Buy
6,600
+5,310
+412% +$44K ﹤0.01% 1943
2014
Q3 		$10K Sell
1,290
-1,300
-50% -$10.7K ﹤0.01% 2976
2014
Q2 		$19K Hold
2,590
– – ﹤0.01% 2539
2014
Q1 		$19K Buy
2,590
+900
+53% +$6.77K ﹤0.01% 2427
2013
Q4 		$16K Sell
1,690
-960
-36% -$9.57K ﹤0.01% 2341
2013
Q3 		$25K Buy
2,650
+650
+33% +$5.45K ﹤0.01% 1984
2013
Q2 		$14K Buy
+2,000
New +$20.7K ﹤0.01% 2137

Other funds holding YZC

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Creative Planning's YZC Position: Q1 2017 in Review

Creative Planning sold out of Yanzhou Coal Mining (YZC) in Q1 2017, closing a stake of 650 shares — an estimated $4K sold.

Creative Planning first reported a position in YZC in Q2 2013 and held it in 14 quarters. The position peaked at $56K in Q4 2014. 7 funds tracked by Wall St. Rank hold YZC as of Q1 2017.

  • Creative Planning reported no remaining Yanzhou Coal Mining position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 650 Yanzhou Coal Mining shares in Q1 2017, an estimated $4K.
  • Creative Planning first reported a position in Yanzhou Coal Mining in Q2 2013 and held it in 14 quarters.
  • Creative Planning's Yanzhou Coal Mining position peaked at $56K in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Yanzhou Coal Mining as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.