Luminus Management’s JA Solar Holdings, Co., Ltd JASO Stock Holding History

Luminus Management’s Portfolio JASO Stock Details JASO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-437,872	Closed	-$3M	–	168
2016 Q2	$3M	Buy	437,872 +172,933	+65%	+$1.37M	0.09%	101
2016 Q1	$2.28M	Buy	+264,939	New	+$2.33M	0.08%	100
2015 Q4	–	Sell	-610,132	Closed	-$4.76M	–	158
2015 Q3	$4.76M	Sell	610,132 -88,905	-13%	-$685K	0.15%	88
2015 Q2	$5.98M	Buy	699,037 +399,037	+133%	+$3.77M	0.2%	80
2015 Q1	$2.87M	Buy	+300,000	New	+$2.6M	0.1%	84
2014 Q4	–	Sell	-1,451,057	Closed	-$13.4M	–	173
2014 Q3	$13.4M	Buy	1,451,057 +689,202	+90%	+$6.59M	0.43%	57
2014 Q2	$8.27M	Buy	761,855 +475,297	+166%	+$4.81M	0.32%	64
2014 Q1	$2.91M	Sell	286,558 -461,727	-62%	-$4.65M	0.18%	80
2013 Q4	$6.86M	Buy	+748,285	New	+$7.53M	0.4%	54

Other funds holding JASO

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TAAM

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Emerald Acquisition Seattle, Washington $51.8B AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Luminus Management's JASO Position: Q3 2016 in Review

Luminus Management sold out of JA Solar Holdings, Co., Ltd (JASO) in Q3 2016, closing a stake of 437,872 shares — an estimated $3M sold.

Luminus Management first reported a position in JASO in Q4 2013 and held it in 9 quarters. The position peaked at $13.4M in Q3 2014. 78 funds tracked by Wall St. Rank hold JASO as of Q3 2016.

Luminus Management reported no remaining JA Solar Holdings, Co., Ltd position as of Q3 2016 after selling out during the quarter.
Luminus Management sold 437,872 JA Solar Holdings, Co., Ltd shares in Q3 2016, an estimated $3M.
Luminus Management first reported a position in JA Solar Holdings, Co., Ltd in Q4 2013 and held it in 9 quarters.
Luminus Management's JA Solar Holdings, Co., Ltd position peaked at $13.4M in Q3 2014.
78 funds tracked by Wall St. Rank held JA Solar Holdings, Co., Ltd as of Q3 2016.

Based on Luminus Management's 13F filing for Q3 2016, filed 14 Nov 2016.