Creative Planning
LDR

Creative Planning’s Landauer Inc LDR Stock Holding History

Creative Planning’s Portfolio LDR Stock Details LDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$5K – 4511
2017
Q2 		$5K Buy
+100
New +$5.15K ﹤0.01% 4043
2016
Q1 		– Sell
-400
Closed -$13K – 4701
2015
Q4 		$13K Buy
+400
New +$15.2K ﹤0.01% 3159
2014
Q3 		– Sell
-500
Closed -$21K – 4261
2014
Q2 		$21K Buy
+500
New +$22.5K ﹤0.01% 2464

Other funds holding LDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Creative Planning's LDR Position: Q3 2017 in Review

Creative Planning sold out of Landauer Inc (LDR) in Q3 2017, closing a stake of 100 shares — an estimated $5K sold.

Creative Planning first reported a position in LDR in Q2 2014 and held it in 3 quarters. The position peaked at $21K in Q2 2014. 136 funds tracked by Wall St. Rank hold LDR as of Q3 2017.

  • Creative Planning reported no remaining Landauer Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 Landauer Inc shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Landauer Inc in Q2 2014 and held it in 3 quarters.
  • Creative Planning's Landauer Inc position peaked at $21K in Q2 2014.
  • 136 funds tracked by Wall St. Rank held Landauer Inc as of Q3 2017.

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