Creative Planning
ELOS

Creative Planning’s Syneron Medical Ltd ELOS Stock Holding History

Creative Planning’s Portfolio ELOS Stock Details ELOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,476
Closed -$38K – 4556
2017
Q2 		$38K Sell
3,476
-35,000
-91% -$384K ﹤0.01% 2744
2017
Q1 		$406K Sell
38,476
-11,324
-23% -$110K ﹤0.01% 1111
2016
Q4 		$418K Buy
49,800
+46,600
+1,456% +$365K ﹤0.01% 1016
2016
Q3 		$23K Buy
3,200
+100
+3% +$695 ﹤0.01% 2982
2016
Q2 		$24K Hold
3,100
– – ﹤0.01% 2679
2016
Q1 		$23K Sell
3,100
-2,859
-48% -$20.5K ﹤0.01% 2668
2015
Q4 		$46K Sell
5,959
-18,341
-75% -$140K ﹤0.01% 2189
2015
Q3 		$174K Buy
+24,300
New +$233K ﹤0.01% 1272
2015
Q2 		– Sell
-400
Closed -$5K – 3735
2015
Q1 		$5K Hold
400
– – ﹤0.01% 3580
2014
Q4 		$4K Sell
400
-7,700
-95% -$74.2K ﹤0.01% 3642
2014
Q3 		$81K Buy
8,100
+8,000
+8,000% +$81.4K ﹤0.01% 1619
2014
Q2 		$1K Hold
100
– – ﹤0.01% 3703
2014
Q1 		$1K Hold
100
– – ﹤0.01% 3566
2013
Q4 		$1K Sell
100
-100
-50% -$1.04K ﹤0.01% 3261
2013
Q3 		$2K Hold
200
– – ﹤0.01% 3036
2013
Q2 		$2K Buy
+200
New +$1.79K ﹤0.01% 2883

Other funds holding ELOS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

Creative Planning's ELOS Position: Q3 2017 in Review

Creative Planning sold out of Syneron Medical Ltd (ELOS) in Q3 2017, closing a stake of 3,476 shares — an estimated $38K sold.

Creative Planning first reported a position in ELOS in Q2 2013 and held it in 16 quarters. The position peaked at $418K in Q4 2016. 4 funds tracked by Wall St. Rank hold ELOS as of Q3 2017.

  • Creative Planning reported no remaining Syneron Medical Ltd position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 3,476 Syneron Medical Ltd shares in Q3 2017, an estimated $38K.
  • Creative Planning first reported a position in Syneron Medical Ltd in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Syneron Medical Ltd position peaked at $418K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Syneron Medical Ltd as of Q3 2017.

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