Creative Planning
LDL

Creative Planning’s Lydall, Inc. LDL Stock Holding History

Creative Planning’s Portfolio LDL Stock Details LDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,335
Closed -$172K – 4093
2017
Q2 		$172K Buy
3,335
+1,000
+43% +$51.5K ﹤0.01% 1613
2017
Q1 		$125K Buy
2,335
+150
+7% +$8.51K ﹤0.01% 1818
2016
Q4 		$135K Sell
2,185
-16
-0.7% -$885 ﹤0.01% 1662
2016
Q3 		$113K Buy
2,201
+487
+28% +$22.8K ﹤0.01% 1770
2016
Q2 		$66K Buy
1,714
+109
+7% +$4.03K ﹤0.01% 1953
2016
Q1 		$52K Sell
1,605
-200
-11% -$5.87K ﹤0.01% 2084
2015
Q4 		$64K Sell
1,805
-2,000
-53% -$68.5K ﹤0.01% 1921
2015
Q3 		$108K Buy
+3,805
New +$109K ﹤0.01% 1553
2015
Q2 		– Sell
-2,100
Closed -$67K – 3366
2015
Q1 		$67K Hold
2,100
– – ﹤0.01% 1816
2014
Q4 		$69K Sell
2,100
-377
-15% -$10.9K ﹤0.01% 1787
2014
Q3 		$67K Buy
2,477
+191
+8% +$5.29K ﹤0.01% 1732
2014
Q2 		$63K Buy
2,286
+2,108
+1,184% +$54.1K ﹤0.01% 1727
2014
Q1 		$4K Buy
+178
New +$3.47K ﹤0.01% 3204

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's LDL Position: Q3 2017 in Review

Creative Planning sold out of Lydall, Inc. (LDL) in Q3 2017, closing a stake of 3,335 shares — an estimated $172K sold.

Creative Planning first reported a position in LDL in Q1 2014 and held it in 13 quarters. The position peaked at $172K in Q2 2017. 153 funds tracked by Wall St. Rank hold LDL as of Q3 2017.

  • Creative Planning reported no remaining Lydall, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 3,335 Lydall, Inc. shares in Q3 2017, an estimated $172K.
  • Creative Planning first reported a position in Lydall, Inc. in Q1 2014 and held it in 13 quarters.
  • Creative Planning's Lydall, Inc. position peaked at $172K in Q2 2017.
  • 153 funds tracked by Wall St. Rank held Lydall, Inc. as of Q3 2017.

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