Creative Planning
LLTC

Creative Planning’s Linear Technology Corp LLTC Stock Holding History

Creative Planning’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-13,177
Closed -$822K – 5115
2016
Q4 		$822K Buy
13,177
+198
+2% +$12.1K 0.01% 696
2016
Q3 		$770K Sell
12,979
-2,850
-18% -$160K ﹤0.01% 702
2016
Q2 		$737K Buy
15,829
+1,099
+7% +$50.2K 0.01% 614
2016
Q1 		$656K Sell
14,730
-86
-0.6% -$3.64K 0.01% 650
2015
Q4 		$629K Buy
14,816
+7,667
+107% +$337K 0.01% 661
2015
Q3 		$288K Buy
+7,149
New +$293K ﹤0.01% 997
2015
Q2 		– Sell
-7,333
Closed -$343K – 3776
2015
Q1 		$343K Sell
7,333
-74
-1% -$3.46K ﹤0.01% 930
2014
Q4 		$338K Sell
7,407
-7,889
-52% -$343K ﹤0.01% 881
2014
Q3 		$679K Sell
15,296
-239
-2% -$10.8K 0.01% 549
2014
Q2 		$731K Buy
15,535
+795
+5% +$36.8K 0.01% 499
2014
Q1 		$718K Buy
14,740
+1,417
+11% +$65.3K 0.01% 486
2013
Q4 		$607K Buy
13,323
+61
+0.5% +$2.54K 0.01% 465
2013
Q3 		$526K Buy
13,262
+13
+0.1% +$513 0.01% 435
2013
Q2 		$488K Buy
+13,249
New +$487K 0.01% 411

Other funds holding LLTC

FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Creative Planning's LLTC Position: Q1 2017 in Review

Creative Planning sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 13,177 shares — an estimated $822K sold.

Creative Planning first reported a position in LLTC in Q2 2013 and held it in 14 quarters. The position peaked at $822K in Q4 2016. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

  • Creative Planning reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 13,177 Linear Technology Corp shares in Q1 2017, an estimated $822K.
  • Creative Planning first reported a position in Linear Technology Corp in Q2 2013 and held it in 14 quarters.
  • Creative Planning's Linear Technology Corp position peaked at $822K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.