Creative Planning
LMNS

Creative Planning’s LUMENIS LTD CL B ORD SHS (ISR) LMNS Stock Holding History

Creative Planning’s Portfolio LMNS Stock Details LMNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,237
Closed -$17K – 4830
2015
Q3 		$17K Buy
+1,237
New +$17.1K ﹤0.01% 2879
2015
Q2 		– Sell
-450
Closed -$5K – 3991
2015
Q1 		$5K Hold
450
– – ﹤0.01% 3592
2014
Q4 		$4K Sell
450
-300
-40% -$2.83K ﹤0.01% 3656
2014
Q3 		$7K Buy
750
+399
+114% +$3.65K ﹤0.01% 3166
2014
Q2 		$3K Hold
351
– – ﹤0.01% 3464
2014
Q1 		$4K Buy
+351
New +$4.18K ﹤0.01% 3223

Other funds holding LMNS

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Creative Planning's LMNS Position: Q4 2015 in Review

Creative Planning sold out of LUMENIS LTD CL B ORD SHS (ISR) (LMNS) in Q4 2015, closing a stake of 1,237 shares — an estimated $17K sold.

Creative Planning first reported a position in LMNS in Q1 2014 and held it in 6 quarters. The position peaked at $17K in Q3 2015. 5 funds tracked by Wall St. Rank hold LMNS as of Q4 2015.

  • Creative Planning reported no remaining LUMENIS LTD CL B ORD SHS (ISR) position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 1,237 LUMENIS LTD CL B ORD SHS (ISR) shares in Q4 2015, an estimated $17K.
  • Creative Planning first reported a position in LUMENIS LTD CL B ORD SHS (ISR) in Q1 2014 and held it in 6 quarters.
  • Creative Planning's LUMENIS LTD CL B ORD SHS (ISR) position peaked at $17K in Q3 2015.
  • 5 funds tracked by Wall St. Rank held LUMENIS LTD CL B ORD SHS (ISR) as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.