Creative Planning’s LMI Aerospace Inc LMIA Stock Holding History

Creative Planning’s Portfolio LMIA Stock Details LMIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-2,000	Closed	-$17K	–	5094
2016 Q4	$17K	Buy	+2,000	New	+$15.9K	﹤0.01%	3202
2016 Q3	–	Sell	-400	Closed	-$3K	–	4865
2016 Q2	$3K	Hold	400	–	–	﹤0.01%	3959
2016 Q1	$3K	Hold	400	–	–	﹤0.01%	3878
2015 Q4	$4K	Hold	400	–	–	﹤0.01%	3850
2015 Q3	$4K	Buy	+400	New	+$4.32K	﹤0.01%	3776
2015 Q2	–	Sell	-1,838	Closed	-$22K	–	3742
2015 Q1	$22K	Buy	1,838 +1,438	+360%	+$19.7K	﹤0.01%	2659
2014 Q4	$6K	Hold	400	–	–	﹤0.01%	3452
2014 Q3	$5K	Hold	400	–	–	﹤0.01%	3340
2014 Q2	$5K	Sell	400 -100	-20%	-$1.37K	﹤0.01%	3270
2014 Q1	$7K	Sell	500 -3,500	-88%	-$50K	﹤0.01%	2964
2013 Q4	$59K	Buy	4,000 +1,000	+33%	+$13.5K	﹤0.01%	1498
2013 Q3	$40K	Buy	+3,000	New	+$46.9K	﹤0.01%	1656

Other funds holding LMIA

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

ARM

Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

Creative Planning's LMIA Position: Q1 2017 in Review

Creative Planning sold out of LMI Aerospace Inc (LMIA) in Q1 2017, closing a stake of 2,000 shares — an estimated $17K sold.

Creative Planning first reported a position in LMIA in Q3 2013 and held it in 12 quarters. The position peaked at $59K in Q4 2013. 50 funds tracked by Wall St. Rank hold LMIA as of Q1 2017.

Creative Planning reported no remaining LMI Aerospace Inc position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 2,000 LMI Aerospace Inc shares in Q1 2017, an estimated $17K.
Creative Planning first reported a position in LMI Aerospace Inc in Q3 2013 and held it in 12 quarters.
Creative Planning's LMI Aerospace Inc position peaked at $59K in Q4 2013.
50 funds tracked by Wall St. Rank held LMI Aerospace Inc as of Q1 2017.

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