Creative Planning
LNKD

Creative Planning’s LinkedIn Corporation LNKD Stock Holding History

Creative Planning’s Portfolio LNKD Stock Details LNKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,670
Closed -$510K – 5137
2016
Q3 		$510K Sell
2,670
-86
-3% -$16.5K ﹤0.01% 882
2016
Q2 		$522K Sell
2,756
-3,813
-58% -$528K ﹤0.01% 755
2016
Q1 		$751K Buy
6,569
+3,000
+84% +$441K 0.01% 586
2015
Q4 		$803K Buy
3,569
+90
+3% +$20.4K 0.01% 574
2015
Q3 		$661K Sell
3,479
-19,369
-85% -$3.85M 0.01% 630
2015
Q2 		$4.72M Buy
22,848
+20,312
+801% +$4.53M 0.04% 152
2015
Q1 		$634K Sell
2,536
-11
-0.4% -$2.73K 0.01% 637
2014
Q4 		$585K Buy
2,547
+211
+9% +$45.7K 0.01% 634
2014
Q3 		$485K Sell
2,336
-457
-16% -$91.3K 0.01% 669
2014
Q2 		$479K Buy
2,793
+272
+11% +$44K 0.01% 659
2014
Q1 		$466K Sell
2,521
-317
-11% -$65K 0.01% 650
2013
Q4 		$615K Buy
2,838
+1,087
+62% +$247K 0.01% 460
2013
Q3 		$431K Buy
1,751
+1,370
+360% +$309K 0.01% 490
2013
Q2 		$68K Buy
+381
New +$67.5K ﹤0.01% 1208

Other funds holding LNKD

YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Creative Planning's LNKD Position: Q4 2016 in Review

Creative Planning sold out of LinkedIn Corporation (LNKD) in Q4 2016, closing a stake of 2,670 shares — an estimated $510K sold.

Creative Planning first reported a position in LNKD in Q2 2013 and held it in 14 quarters. The position peaked at $4.72M in Q2 2015. 4 funds tracked by Wall St. Rank hold LNKD as of Q4 2016.

  • Creative Planning reported no remaining LinkedIn Corporation position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 2,670 LinkedIn Corporation shares in Q4 2016, an estimated $510K.
  • Creative Planning first reported a position in LinkedIn Corporation in Q2 2013 and held it in 14 quarters.
  • Creative Planning's LinkedIn Corporation position peaked at $4.72M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held LinkedIn Corporation as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.