Creative Planning’s Lite Strategy Inc LITS Stock Holding History

Creative Planning’s Portfolio LITS Stock Details LITS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-57	Closed	-$3K	–	2960
2017 Q2	$3K	Hold	57	–	–	﹤0.01%	4189
2017 Q1	$2K	Hold	57	–	–	﹤0.01%	4299
2016 Q4	$2K	Hold	57	–	–	﹤0.01%	4284
2016 Q3	$2K	Hold	57	–	–	﹤0.01%	4232
2016 Q2	$2K	Hold	57	–	–	﹤0.01%	4030
2016 Q1	$1K	Sell	57 -5	-8%	-$125	﹤0.01%	4139
2015 Q4	$2K	Buy	62 +5	+9%	+$172	﹤0.01%	4046
2015 Q3	$2K	Buy	+57	New	+$1.95K	﹤0.01%	3958
2015 Q2	–	Sell	-57	Closed	-$2K	–	2213
2015 Q1	$2K	Buy	57 +50	+714%	+$4.48K	﹤0.01%	3885
2014 Q4	$1K	Hold	7	–	–	﹤0.01%	3984
2014 Q3	$1K	Hold	7	–	–	﹤0.01%	3838
2014 Q2	$1K	Hold	7	–	–	﹤0.01%	3646
2014 Q1	$2K	Hold	7	–	–	﹤0.01%	3374
2013 Q4	$1K	Hold	7	–	–	﹤0.01%	3215
2013 Q3	$2K	Hold	7	–	–	﹤0.01%	2989
2013 Q2	$1K	Buy	+7	New	+$1.16K	﹤0.01%	2953

Other funds holding LITS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAM

Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's LITS Position: Q3 2017 in Review

Creative Planning sold out of Lite Strategy Inc (LITS) in Q3 2017, closing a stake of 57 shares — an estimated $3K sold.

Creative Planning first reported a position in LITS in Q2 2013 and held it in 16 quarters. The position peaked at $3K in Q2 2017. 53 funds tracked by Wall St. Rank hold LITS as of Q3 2017.

Creative Planning reported no remaining Lite Strategy Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 57 Lite Strategy Inc shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in Lite Strategy Inc in Q2 2013 and held it in 16 quarters.
Creative Planning's Lite Strategy Inc position peaked at $3K in Q2 2017.
53 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q3 2017.

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