Creative Planning
LOJN

Creative Planning’s LO JACK CORP LOJN Stock Holding History

Creative Planning’s Portfolio LOJN Stock Details LOJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,800
Closed -$12K – 3599
2013
Q3 		$12K Hold
3,800
– – ﹤0.01% 2384
2013
Q2 		$12K Buy
+3,800
New +$12.5K ﹤0.01% 2205

Other funds holding LOJN

TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Creative Planning's LOJN Position: Q4 2013 in Review

Creative Planning sold out of LO JACK CORP (LOJN) in Q4 2013, closing a stake of 3,800 shares — an estimated $12K sold.

Creative Planning first reported a position in LOJN in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2013. 33 funds tracked by Wall St. Rank hold LOJN as of Q4 2013.

  • Creative Planning reported no remaining LO JACK CORP position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 3,800 LO JACK CORP shares in Q4 2013, an estimated $12K.
  • Creative Planning first reported a position in LO JACK CORP in Q2 2013 and held it in 2 quarters.
  • Creative Planning's LO JACK CORP position peaked at $12K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held LO JACK CORP as of Q4 2013.

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