Creative Planning
LTM

Creative Planning’s LIFE TIME FITNESS INC LTM Stock Holding History

Creative Planning’s Portfolio LTM Stock Details LTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-69
Closed -$5K – 4049
2015
Q1 		$5K Buy
+69
New +$4.15K ﹤0.01% 3595
2014
Q4 		– Sell
-40
Closed -$2K – 4537
2014
Q3 		$2K Hold
40
– – ﹤0.01% 3761
2014
Q2 		$2K Hold
40
– – ﹤0.01% 3590
2014
Q1 		$2K Hold
40
– – ﹤0.01% 3445
2013
Q4 		$2K Hold
40
– – ﹤0.01% 3169
2013
Q3 		$2K Buy
+40
New +$2.07K ﹤0.01% 3052

Other funds holding LTM

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Creative Planning's LTM Position: Q2 2015 in Review

Creative Planning sold out of LIFE TIME FITNESS INC (LTM) in Q2 2015, closing a stake of 69 shares — an estimated $5K sold.

Creative Planning first reported a position in LTM in Q3 2013 and held it in 6 quarters. The position peaked at $5K in Q1 2015. 1 fund tracked by Wall St. Rank holds LTM as of Q2 2015.

  • Creative Planning reported no remaining LIFE TIME FITNESS INC position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 69 LIFE TIME FITNESS INC shares in Q2 2015, an estimated $5K.
  • Creative Planning first reported a position in LIFE TIME FITNESS INC in Q3 2013 and held it in 6 quarters.
  • Creative Planning's LIFE TIME FITNESS INC position peaked at $5K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held LIFE TIME FITNESS INC as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.