Creative Planning
LOCM

Creative Planning’s LOCAL CORP COM STK (DE) LOCM Stock Holding History

Creative Planning’s Portfolio LOCM Stock Details LOCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,000
Closed -$4K – 3619
2013
Q3 		$4K Hold
2,000
– – ﹤0.01% 2852
2013
Q2 		$3K Buy
+2,000
New +$3.38K ﹤0.01% 2774

Other funds holding LOCM

GCM
Goldman Capital Management New York $103M AUM 21.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Creative Planning's LOCM Position: Q4 2013 in Review

Creative Planning sold out of LOCAL CORP COM STK (DE) (LOCM) in Q4 2013, closing a stake of 2,000 shares — an estimated $4K sold.

Creative Planning first reported a position in LOCM in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 24 funds tracked by Wall St. Rank hold LOCM as of Q4 2013.

  • Creative Planning reported no remaining LOCAL CORP COM STK (DE) position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 2,000 LOCAL CORP COM STK (DE) shares in Q4 2013, an estimated $4K.
  • Creative Planning first reported a position in LOCAL CORP COM STK (DE) in Q2 2013 and held it in 2 quarters.
  • Creative Planning's LOCAL CORP COM STK (DE) position peaked at $4K in Q3 2013.
  • 24 funds tracked by Wall St. Rank held LOCAL CORP COM STK (DE) as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.