Creative Planning’s Astoria Financial Corporation AF Stock Holding History

Creative Planning’s Portfolio AF Stock Details AF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-816	Closed	-$16K	–	4526
2017 Q2	$16K	Hold	816	–	–	﹤0.01%	3345
2017 Q1	$17K	Hold	816	–	–	﹤0.01%	3256
2016 Q4	$15K	Hold	816	–	–	﹤0.01%	3294
2016 Q3	$12K	Sell	816 -127	-13%	-$1.9K	﹤0.01%	3432
2016 Q2	$14K	Buy	943 +127	+16%	+$1.95K	﹤0.01%	3049
2016 Q1	$13K	Hold	816	–	–	﹤0.01%	3083
2015 Q4	$13K	Sell	816 -5,986	-88%	-$97.2K	﹤0.01%	3160
2015 Q3	$110K	Buy	+6,802	New	+$105K	﹤0.01%	1542
2015 Q2	–	Sell	-10,399	Closed	-$135K	–	3710
2015 Q1	$135K	Buy	10,399 +276	+3%	+$3.54K	﹤0.01%	1408
2014 Q4	$135K	Buy	10,123 +200	+2%	+$2.59K	﹤0.01%	1381
2014 Q3	$123K	Buy	9,923 +5,986	+152%	+$78K	﹤0.01%	1341
2014 Q2	$53K	Hold	3,937	–	–	﹤0.01%	1853
2014 Q1	$54K	Hold	3,937	–	–	﹤0.01%	1757
2013 Q4	$54K	Hold	3,937	–	–	﹤0.01%	1564
2013 Q3	$49K	Hold	3,937	–	–	﹤0.01%	1523
2013 Q2	$42K	Buy	+3,937	New	+$38.9K	﹤0.01%	1478

Other funds holding AF

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Creative Planning's AF Position: Q3 2017 in Review

Creative Planning sold out of Astoria Financial Corporation (AF) in Q3 2017, closing a stake of 816 shares — an estimated $16K sold.

Creative Planning first reported a position in AF in Q2 2013 and held it in 16 quarters. The position peaked at $135K in Q1 2015. 160 funds tracked by Wall St. Rank hold AF as of Q3 2017.

Creative Planning reported no remaining Astoria Financial Corporation position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 816 Astoria Financial Corporation shares in Q3 2017, an estimated $16K.
Creative Planning first reported a position in Astoria Financial Corporation in Q2 2013 and held it in 16 quarters.
Creative Planning's Astoria Financial Corporation position peaked at $135K in Q1 2015.
160 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q3 2017.

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