Creative Planning’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

Creative Planning’s Portfolio LTS Stock Details LTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,778	Closed	-$9K	–	4231
2017 Q2	$9K	Hold	3,778	–	–	﹤0.01%	3715
2017 Q1	$9K	Sell	3,778 -3,000	-44%	-$6.89K	﹤0.01%	3683
2016 Q4	$17K	Buy	6,778 +2,689	+66%	+$6.25K	﹤0.01%	3197
2016 Q3	$9K	Hold	4,089	–	–	﹤0.01%	3607
2016 Q2	$10K	Hold	4,089	–	–	﹤0.01%	3274
2016 Q1	$10K	Hold	4,089	–	–	﹤0.01%	3257
2015 Q4	$11K	Hold	4,089	–	–	﹤0.01%	3270
2015 Q3	$9K	Buy	+4,089	New	+$11.3K	﹤0.01%	3293
2015 Q2	–	Sell	-4,089	Closed	-$16K	–	3482
2015 Q1	$16K	Sell	4,089 -2,000	-33%	-$7.81K	﹤0.01%	2893
2014 Q4	$24K	Buy	6,089 +2,000	+49%	+$7.91K	﹤0.01%	2537
2014 Q3	$17K	Hold	4,089	–	–	﹤0.01%	2646
2014 Q2	$13K	Hold	4,089	–	–	﹤0.01%	2756
2014 Q1	$12K	Hold	4,089	–	–	﹤0.01%	2686
2013 Q4	$13K	Hold	4,089	–	–	﹤0.01%	2439
2013 Q3	$7K	Hold	4,089	–	–	﹤0.01%	2629
2013 Q2	$7K	Buy	+4,089	New	+$6.38K	﹤0.01%	2434

Other funds holding LTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's LTS Position: Q3 2017 in Review

Creative Planning sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q3 2017, closing a stake of 3,778 shares — an estimated $9K sold.

Creative Planning first reported a position in LTS in Q2 2013 and held it in 16 quarters. The position peaked at $24K in Q4 2014. 81 funds tracked by Wall St. Rank hold LTS as of Q3 2017.

Creative Planning reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3,778 Ladenburg Thalmann Financial Services Inc shares in Q3 2017, an estimated $9K.
Creative Planning first reported a position in Ladenburg Thalmann Financial Services Inc in Q2 2013 and held it in 16 quarters.
Creative Planning's Ladenburg Thalmann Financial Services Inc position peaked at $24K in Q4 2014.
81 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q3 2017.

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