Creative Planning’s Lantronix LTRX Stock Holding History

Creative Planning’s Portfolio LTRX Stock Details LTRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-300	Closed	-$1K	–	4738
2017 Q1	$1K	Buy	+300	New	+$708	﹤0.01%	4463

Other funds holding LTRX

HIM

Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RAM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Creative Planning's LTRX Position: Q2 2017 in Review

Creative Planning sold out of Lantronix (LTRX) in Q2 2017, closing a stake of 300 shares — an estimated $1K sold.

Creative Planning first reported a position in LTRX in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 27 funds tracked by Wall St. Rank hold LTRX as of Q2 2017.

Creative Planning reported no remaining Lantronix position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 300 Lantronix shares in Q2 2017, an estimated $1K.
Creative Planning first reported a position in Lantronix in Q1 2017 and held it in 1 quarter.
Creative Planning's Lantronix position peaked at $1K in Q1 2017.
27 funds tracked by Wall St. Rank held Lantronix as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.