Creative Planning
LION

Creative Planning’s Fidelity Southern Corporation LION Stock Holding History

Creative Planning’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-360
Closed -$8K – 4657
2015
Q4 		$8K Buy
360
+175
+95% +$3.78K ﹤0.01% 3466
2015
Q3 		$4K Buy
+185
New +$3.57K ﹤0.01% 3768
2015
Q2 		– Sell
-236
Closed -$4K – 3537
2015
Q1 		$4K Buy
+236
New +$3.77K ﹤0.01% 3682

Other funds holding LION

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's LION Position: Q1 2016 in Review

Creative Planning sold out of Fidelity Southern Corporation (LION) in Q1 2016, closing a stake of 360 shares — an estimated $8K sold.

Creative Planning first reported a position in LION in Q1 2015 and held it in 3 quarters. The position peaked at $8K in Q4 2015. 102 funds tracked by Wall St. Rank hold LION as of Q1 2016.

  • Creative Planning reported no remaining Fidelity Southern Corporation position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 360 Fidelity Southern Corporation shares in Q1 2016, an estimated $8K.
  • Creative Planning first reported a position in Fidelity Southern Corporation in Q1 2015 and held it in 3 quarters.
  • Creative Planning's Fidelity Southern Corporation position peaked at $8K in Q4 2015.
  • 102 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.