Creative Planning
LNCE

Creative Planning’s Snyders-Lance, Inc. LNCE Stock Holding History

Creative Planning’s Portfolio LNCE Stock Details LNCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,083
Closed -$141K – 4462
2017
Q2 		$141K Buy
4,083
+1,663
+69% +$60.5K ﹤0.01% 1743
2017
Q1 		$98K Sell
2,420
-587
-20% -$23K ﹤0.01% 1983
2016
Q4 		$115K Buy
3,007
+683
+29% +$25K ﹤0.01% 1776
2016
Q3 		$78K Hold
2,324
– – ﹤0.01% 2029
2016
Q2 		$79K Sell
2,324
-200
-8% -$6.33K ﹤0.01% 1823
2016
Q1 		$79K Buy
2,524
+2,324
+1,162% +$74.4K ﹤0.01% 1780
2015
Q4 		$7K Hold
200
– – ﹤0.01% 3545
2015
Q3 		$7K Buy
+200
New +$6.69K ﹤0.01% 3472
2015
Q2 		– Sell
-200
Closed -$6K – 3663
2015
Q1 		$6K Hold
200
– – ﹤0.01% 3490
2014
Q4 		$6K Buy
+200
New +$5.8K ﹤0.01% 3450
2014
Q1 		– Sell
-2,500
Closed -$72K – 3852
2013
Q4 		$72K Hold
2,500
– – ﹤0.01% 1383
2013
Q3 		$72K Hold
2,500
– – ﹤0.01% 1313
2013
Q2 		$71K Buy
+2,500
New +$65.3K ﹤0.01% 1182

Other funds holding LNCE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's LNCE Position: Q3 2017 in Review

Creative Planning sold out of Snyders-Lance, Inc. (LNCE) in Q3 2017, closing a stake of 4,083 shares — an estimated $141K sold.

Creative Planning first reported a position in LNCE in Q2 2013 and held it in 13 quarters. The position peaked at $141K in Q2 2017. 206 funds tracked by Wall St. Rank hold LNCE as of Q3 2017.

  • Creative Planning reported no remaining Snyders-Lance, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,083 Snyders-Lance, Inc. shares in Q3 2017, an estimated $141K.
  • Creative Planning first reported a position in Snyders-Lance, Inc. in Q2 2013 and held it in 13 quarters.
  • Creative Planning's Snyders-Lance, Inc. position peaked at $141K in Q2 2017.
  • 206 funds tracked by Wall St. Rank held Snyders-Lance, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.