Creative Planning
LKM

Creative Planning’s Link Motion Inc. LKM Stock Holding History

Creative Planning’s Portfolio LKM Stock Details LKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,600
Closed -$14K – 4991
2016
Q3 		$14K Buy
3,600
+100
+3% +$385 ﹤0.01% 3301
2016
Q2 		$13K Buy
3,500
+700
+25% +$3.09K ﹤0.01% 3100
2016
Q1 		$13K Sell
2,800
-10,216
-78% -$38K ﹤0.01% 3077
2015
Q4 		$47K Sell
13,016
-116,251
-90% -$431K ﹤0.01% 2175
2015
Q3 		$428K Buy
129,267
+110,001
+571% +$405K ﹤0.01% 796
2015
Q2 		$102K Sell
19,266
-500
-3% -$2.23K ﹤0.01% 973
2015
Q1 		$74K Buy
19,766
+750
+4% +$2.93K ﹤0.01% 1750
2014
Q4 		$74K Sell
19,016
-3,900
-17% -$26.2K ﹤0.01% 1735
2014
Q3 		$160K Sell
22,916
-6,400
-22% -$39.2K ﹤0.01% 1189
2014
Q2 		$180K Buy
29,316
+22,400
+324% +$235K ﹤0.01% 1088
2014
Q1 		$122K Buy
6,916
+4,537
+191% +$80.3K ﹤0.01% 1273
2013
Q4 		$35K Buy
2,379
+1,879
+376% +$27.9K ﹤0.01% 1843
2013
Q3 		$11K Buy
+500
New +$8.12K ﹤0.01% 2429

Other funds holding LKM

LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's LKM Position: Q4 2016 in Review

Creative Planning sold out of Link Motion Inc. (LKM) in Q4 2016, closing a stake of 3,600 shares — an estimated $14K sold.

Creative Planning first reported a position in LKM in Q3 2013 and held it in 13 quarters. The position peaked at $428K in Q3 2015. 56 funds tracked by Wall St. Rank hold LKM as of Q4 2016.

  • Creative Planning reported no remaining Link Motion Inc. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 3,600 Link Motion Inc. shares in Q4 2016, an estimated $14K.
  • Creative Planning first reported a position in Link Motion Inc. in Q3 2013 and held it in 13 quarters.
  • Creative Planning's Link Motion Inc. position peaked at $428K in Q3 2015.
  • 56 funds tracked by Wall St. Rank held Link Motion Inc. as of Q4 2016.

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