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
2015
Q1 		– Sell
-1,000
Closed -$1K – 4503
2014
Q4 		$1K Sell
1,000
-1,000
-50% -$6.71K ﹤0.01% 4050
2014
Q3 		$5K Hold
2,000
– – ﹤0.01% 3336
2014
Q2 		$5K Buy
+2,000
New +$21K ﹤0.01% 3266

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.