Creative Planning
LIME

Creative Planning’s LIME ENERGY CO.NEW COMMON STOCK LIME Stock Holding History

Creative Planning’s Portfolio LIME Stock Details LIME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-86
Closed – – 3713
2013
Q3 		$0 Buy
+86
New +$417 ﹤0.01% 3567

Other funds holding LIME

PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Creative Planning's LIME Position: Q4 2013 in Review

Creative Planning sold out of LIME ENERGY CO.NEW COMMON STOCK (LIME) in Q4 2013, closing a stake of 86 shares.

Creative Planning first reported a position in LIME in Q3 2013 and held it in 1 quarter. The position peaked at $0 in Q3 2013. 12 funds tracked by Wall St. Rank hold LIME as of Q4 2013.

  • Creative Planning reported no remaining LIME ENERGY CO.NEW COMMON STOCK position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 86 LIME ENERGY CO.NEW COMMON STOCK shares in Q4 2013.
  • Creative Planning first reported a position in LIME ENERGY CO.NEW COMMON STOCK in Q3 2013 and held it in 1 quarter.
  • Creative Planning's LIME ENERGY CO.NEW COMMON STOCK position peaked at $0 in Q3 2013.
  • 12 funds tracked by Wall St. Rank held LIME ENERGY CO.NEW COMMON STOCK as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.