Creative Planning’s LSI CORPORATION LSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-22,549
Closed -$250K 4155
2014
Q1
$250K Sell
22,549
-3,584
-14% -$39.6K ﹤0.01% 899
2013
Q4
$288K Sell
26,133
-628
-2% -$5.35K ﹤0.01% 696
2013
Q3
$209K Sell
26,761
-1,105
-4% -$8.45K ﹤0.01% 745
2013
Q2
$199K Buy
+27,866
New +$191K ﹤0.01% 688

Creative Planning's LSI Position: Q2 2014 in Review

Creative Planning sold out of LSI CORPORATION (LSI) in Q2 2014, closing a stake of 22,549 shares — an estimated $250K sold.

Creative Planning first reported a position in LSI in Q2 2013 and held it in 4 quarters. The position peaked at $288K in Q4 2013. 2 funds tracked by Wall St. Rank hold LSI as of Q2 2014.

  • Creative Planning reported no remaining LSI CORPORATION position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 22,549 LSI CORPORATION shares in Q2 2014, an estimated $250K.
  • Creative Planning first reported a position in LSI CORPORATION in Q2 2013 and held it in 4 quarters.
  • Creative Planning's LSI CORPORATION position peaked at $288K in Q4 2013.
  • 2 funds tracked by Wall St. Rank held LSI CORPORATION as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.