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Capital Asset Planning Inc. | Mutual Funds

Mutual Funds that own Capital Asset Planning Inc.

Name
Shares Held
% Shares Out
Change In Shares
% of Assets
As of Date
Meiji Yasuda Asset Small Cap Equity Fund
73,499
2.79%
73,499
2.58%
08/14/2017
SBI Asset Small Caps Growth Equity Mother Fund
38,600
1.47%
15,600
1.52%
03/13/2017
Fidelity Japan Japanese Growth Equity Mother Fund
28,500
1.08%
28,500
0.03%
11/30/2017
Nikko Asset Japan Emerging Equity Open
26,999
1.02%
26,999
1.08%
12/18/2017
Daiwa Asset New Century Growth Equity Daisuke Fund
24,899
0.95%
24,899
0.89%
12/14/2017
Daiwa Asset Japanese Equity Value Excavation Mother Fund
600
0.02%
600
0.01%
10/11/2016
Fidelity Funds SICAV - FAWF International Fund
8
0%
8
0%
10/31/2017

About Capital Asset Planning

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Address
Shin-Fujita Building, 6-7/F
Osaka Osaka 530
Japan
Employees -
Website http://www.cap-net.co.jp
Updated 07/08/2019
Capital Asset Planning, Inc. engages in the development and provision of financial retail business process optimizing systems. The company services include systems integration, integrated wealth management systems, estate planning for tycoons using wealth management workstation, investment education, financial training and others. It also engages in consulting and developing of integrating financial systems, front-end systems such as life plan systems, estate plan systems, design document systems, application form systems, as well as the paperless systems for life insurance application procedures and others The company was founded by Masaichi Kitayama on April 16, 1990 and is headquartered in Osaka, Japan.