Creative Planning
LIOX

Creative Planning’s Lionbridge Technologies LIOX Stock Holding History

Creative Planning’s Portfolio LIOX Stock Details LIOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,000
Closed -$20K – 4746
2015
Q3 		$20K Buy
+4,000
New +$22.3K ﹤0.01% 2745
2015
Q2 		– Sell
-50
Closed – – 3780
2015
Q1 		$0 Buy
+50
New +$275 ﹤0.01% 4541
2014
Q1 		– Sell
-4,000
Closed -$24K – 3861
2013
Q4 		$24K Sell
4,000
-340
-8% -$1.71K ﹤0.01% 2088
2013
Q3 		$16K Buy
+4,340
New +$15K ﹤0.01% 2227

Other funds holding LIOX

GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCP
Glen Capital Partners Waltham, Massachusetts $68.9M AUM 21.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Creative Planning's LIOX Position: Q4 2015 in Review

Creative Planning sold out of Lionbridge Technologies (LIOX) in Q4 2015, closing a stake of 4,000 shares — an estimated $20K sold.

Creative Planning first reported a position in LIOX in Q3 2013 and held it in 4 quarters. The position peaked at $24K in Q4 2013. 117 funds tracked by Wall St. Rank hold LIOX as of Q4 2015.

  • Creative Planning reported no remaining Lionbridge Technologies position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 4,000 Lionbridge Technologies shares in Q4 2015, an estimated $20K.
  • Creative Planning first reported a position in Lionbridge Technologies in Q3 2013 and held it in 4 quarters.
  • Creative Planning's Lionbridge Technologies position peaked at $24K in Q4 2013.
  • 117 funds tracked by Wall St. Rank held Lionbridge Technologies as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.