Creative Planning
LPNT

Creative Planning’s LifePoint Health, Inc. LPNT Stock Holding History

Creative Planning’s Portfolio LPNT Stock Details LPNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-661
Closed -$44K – 4689
2017
Q2 		$44K Sell
661
-450
-41% -$28.4K ﹤0.01% 2623
2017
Q1 		$73K Sell
1,111
-11
-1% -$680 ﹤0.01% 2178
2016
Q4 		$64K Buy
1,122
+184
+20% +$10.6K ﹤0.01% 2199
2016
Q3 		$56K Buy
938
+218
+30% +$13.1K ﹤0.01% 2281
2016
Q2 		$47K Sell
720
-91
-11% -$6.18K ﹤0.01% 2179
2016
Q1 		$56K Sell
811
-89
-10% -$5.94K ﹤0.01% 2023
2015
Q4 		$66K Sell
900
-62
-6% -$4.41K ﹤0.01% 1898
2015
Q3 		$68K Buy
+962
New +$78.1K ﹤0.01% 1835
2015
Q2 		– Sell
-788
Closed -$58K – 4199
2015
Q1 		$58K Buy
788
+148
+23% +$10.5K ﹤0.01% 1932
2014
Q4 		$46K Hold
640
– – ﹤0.01% 2072
2014
Q3 		$44K Sell
640
-23
-3% -$1.62K ﹤0.01% 2017
2014
Q2 		$41K Buy
663
+46
+7% +$2.7K ﹤0.01% 2016
2014
Q1 		$34K Buy
617
+142
+30% +$7.59K ﹤0.01% 2070
2013
Q4 		$25K Hold
475
– – ﹤0.01% 2063
2013
Q3 		$22K Sell
475
-263
-36% -$12.6K ﹤0.01% 2056
2013
Q2 		$36K Buy
+738
New +$35.4K ﹤0.01% 1576

Other funds holding LPNT

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's LPNT Position: Q3 2017 in Review

Creative Planning sold out of LifePoint Health, Inc. (LPNT) in Q3 2017, closing a stake of 661 shares — an estimated $44K sold.

Creative Planning first reported a position in LPNT in Q2 2013 and held it in 16 quarters. The position peaked at $73K in Q1 2017. 224 funds tracked by Wall St. Rank hold LPNT as of Q3 2017.

  • Creative Planning reported no remaining LifePoint Health, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 661 LifePoint Health, Inc. shares in Q3 2017, an estimated $44K.
  • Creative Planning first reported a position in LifePoint Health, Inc. in Q2 2013 and held it in 16 quarters.
  • Creative Planning's LifePoint Health, Inc. position peaked at $73K in Q1 2017.
  • 224 funds tracked by Wall St. Rank held LifePoint Health, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.