Creative Planning’s LogMein, Inc. LOGM Stock Holding History

Creative Planning’s Portfolio LOGM Stock Details LOGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,944	Closed	-$225K	–	2208
2018 Q1	$225K	Buy	+1,944	New	+$236K	﹤0.01%	1530
2017 Q3	–	Sell	-1,147	Closed	-$120K	–	4187
2017 Q2	$120K	Buy	1,147 +3	+0.3%	+$328	﹤0.01%	1860
2017 Q1	$112K	Buy	1,144 +573	+100%	+$57K	﹤0.01%	1878
2016 Q4	$55K	Hold	571	–	–	﹤0.01%	2323
2016 Q3	$52K	Hold	571	–	–	﹤0.01%	2332
2016 Q2	$36K	Buy	571 +55	+11%	+$3.18K	﹤0.01%	2381
2016 Q1	$26K	Sell	516 -14,500	-97%	-$748K	﹤0.01%	2586
2015 Q4	$1.01M	Buy	15,016 +7,000	+87%	+$487K	0.01%	503
2015 Q3	$546K	Buy	+8,016	New	+$531K	﹤0.01%	704
2015 Q2	–	Sell	-516	Closed	-$29K	–	3444
2015 Q1	$29K	Hold	516	–	–	﹤0.01%	2438
2014 Q4	$25K	Hold	516	–	–	﹤0.01%	2512
2014 Q3	$24K	Hold	516	–	–	﹤0.01%	2433
2014 Q2	$24K	Buy	+516	New	+$22.2K	﹤0.01%	2387

Other funds holding LOGM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Creative Planning's LOGM Position: Q2 2018 in Review

Creative Planning sold out of LogMein, Inc. (LOGM) in Q2 2018, closing a stake of 1,944 shares — an estimated $225K sold.

Creative Planning first reported a position in LOGM in Q2 2014 and held it in 13 quarters. The position peaked at $1.01M in Q4 2015. 392 funds tracked by Wall St. Rank hold LOGM as of Q2 2018.

Creative Planning reported no remaining LogMein, Inc. position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 1,944 LogMein, Inc. shares in Q2 2018, an estimated $225K.
Creative Planning first reported a position in LogMein, Inc. in Q2 2014 and held it in 13 quarters.
Creative Planning's LogMein, Inc. position peaked at $1.01M in Q4 2015.
392 funds tracked by Wall St. Rank held LogMein, Inc. as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.