Creative Planning
LGF

Creative Planning’s Lions Gate Entertainment LGF Stock Holding History

Creative Planning’s Portfolio LGF Stock Details LGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-892
Closed -$18K – 5053
2016
Q3 		$18K Sell
892
-1,289
-59% -$26.4K ﹤0.01% 3146
2016
Q2 		$44K Hold
2,181
– – ﹤0.01% 2235
2016
Q1 		$48K Buy
2,181
+1,050
+93% +$25K ﹤0.01% 2140
2015
Q4 		$37K Sell
1,131
-627
-36% -$23.1K ﹤0.01% 2377
2015
Q3 		$65K Buy
+1,758
New +$66.4K ﹤0.01% 1866
2015
Q2 		– Sell
-1,192
Closed -$40K – 3797
2015
Q1 		$40K Buy
1,192
+158
+15% +$4.96K ﹤0.01% 2187
2014
Q4 		$33K Sell
1,034
-599
-37% -$19.6K ﹤0.01% 2290
2014
Q3 		$54K Sell
1,633
-1,692
-51% -$53.7K ﹤0.01% 1876
2014
Q2 		$95K Buy
3,325
+1,768
+114% +$47.6K ﹤0.01% 1470
2014
Q1 		$42K Buy
1,557
+101
+7% +$3.1K ﹤0.01% 1919
2013
Q4 		$46K Buy
1,456
+856
+143% +$28.2K ﹤0.01% 1664
2013
Q3 		$21K Buy
600
+500
+500% +$17K ﹤0.01% 2082
2013
Q2 		$3K Buy
+100
New +$2.62K ﹤0.01% 2765

Other funds holding LGF

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Creative Planning's LGF Position: Q4 2016 in Review

Creative Planning sold out of Lions Gate Entertainment (LGF) in Q4 2016, closing a stake of 892 shares — an estimated $18K sold.

Creative Planning first reported a position in LGF in Q2 2013 and held it in 13 quarters. The position peaked at $95K in Q2 2014. 3 funds tracked by Wall St. Rank hold LGF as of Q4 2016.

  • Creative Planning reported no remaining Lions Gate Entertainment position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 892 Lions Gate Entertainment shares in Q4 2016, an estimated $18K.
  • Creative Planning first reported a position in Lions Gate Entertainment in Q2 2013 and held it in 13 quarters.
  • Creative Planning's Lions Gate Entertainment position peaked at $95K in Q2 2014.
  • 3 funds tracked by Wall St. Rank held Lions Gate Entertainment as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.