Creative Planning
LNCO

Creative Planning’s LINNCO LLC COM SHS REPSTG LTD LIABILITY LNCO Stock Holding History

Creative Planning’s Portfolio LNCO Stock Details LNCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-16,805
Closed -$6K – 4792
2016
Q1 		$6K Sell
16,805
-3,020
-15% -$1.92K ﹤0.01% 3549
2015
Q4 		$20K Sell
19,825
-17,793
-47% -$35.9K ﹤0.01% 2874
2015
Q3 		$102K Buy
37,618
+21,234
+130% +$93.1K ﹤0.01% 1589
2015
Q2 		$155K Buy
16,384
+904
+6% +$10.1K ﹤0.01% 922
2015
Q1 		$148K Sell
15,480
-2,389
-13% -$25.7K ﹤0.01% 1354
2014
Q4 		$185K Buy
17,869
+12,196
+215% +$234K ﹤0.01% 1188
2014
Q3 		$164K Buy
5,673
+3,285
+138% +$99.3K ﹤0.01% 1175
2014
Q2 		$75K Sell
2,388
-331
-12% -$9.36K ﹤0.01% 1621
2014
Q1 		$74K Buy
2,719
+250
+10% +$7.61K ﹤0.01% 1578
2013
Q4 		$76K Sell
2,469
-130
-5% -$3.98K ﹤0.01% 1353
2013
Q3 		$76K Buy
2,599
+502
+24% +$14.6K ﹤0.01% 1288
2013
Q2 		$78K Buy
+2,097
New +$81.6K ﹤0.01% 1121

Other funds holding LNCO

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Creative Planning's LNCO Position: Q2 2016 in Review

Creative Planning sold out of LINNCO LLC COM SHS REPSTG LTD LIABILITY (LNCO) in Q2 2016, closing a stake of 16,805 shares — an estimated $6K sold.

Creative Planning first reported a position in LNCO in Q2 2013 and held it in 12 quarters. The position peaked at $185K in Q4 2014. 25 funds tracked by Wall St. Rank hold LNCO as of Q2 2016.

  • Creative Planning reported no remaining LINNCO LLC COM SHS REPSTG LTD LIABILITY position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 16,805 LINNCO LLC COM SHS REPSTG LTD LIABILITY shares in Q2 2016, an estimated $6K.
  • Creative Planning first reported a position in LINNCO LLC COM SHS REPSTG LTD LIABILITY in Q2 2013 and held it in 12 quarters.
  • Creative Planning's LINNCO LLC COM SHS REPSTG LTD LIABILITY position peaked at $185K in Q4 2014.
  • 25 funds tracked by Wall St. Rank held LINNCO LLC COM SHS REPSTG LTD LIABILITY as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.