Creative Planning’s LIFE PARTNERS HLDGS INC LPHI Stock Holding History

Creative Planning’s Portfolio LPHI Stock Details LPHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,132	Closed	-$1K	–	4608
2014 Q4	$1K	Hold	1,132	–	–	﹤0.01%	4093
2014 Q3	$2K	Buy	+1,132	New	+$2.39K	﹤0.01%	3763

Other funds holding LPHI

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Creative Planning's LPHI Position: Q1 2015 in Review

Creative Planning sold out of LIFE PARTNERS HLDGS INC (LPHI) in Q1 2015, closing a stake of 1,132 shares — an estimated $1K sold.

Creative Planning first reported a position in LPHI in Q3 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2014. 4 funds tracked by Wall St. Rank hold LPHI as of Q1 2015.

Creative Planning reported no remaining LIFE PARTNERS HLDGS INC position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 1,132 LIFE PARTNERS HLDGS INC shares in Q1 2015, an estimated $1K.
Creative Planning first reported a position in LIFE PARTNERS HLDGS INC in Q3 2014 and held it in 2 quarters.
Creative Planning's LIFE PARTNERS HLDGS INC position peaked at $2K in Q3 2014.
4 funds tracked by Wall St. Rank held LIFE PARTNERS HLDGS INC as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.