Creative Planning
AFBI icon

Creative Planning’s Affinity Bancshares AFBI Stock Holding History

Creative Planning’s Portfolio AFBI Stock Details AFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-634
Closed -$9K – 1912
2017
Q2 		$9K Buy
+634
New +$9.41K ﹤0.01% 3670

Other funds holding AFBI

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's AFBI Position: Q3 2017 in Review

Creative Planning sold out of Affinity Bancshares (AFBI) in Q3 2017, closing a stake of 634 shares — an estimated $9K sold.

Creative Planning first reported a position in AFBI in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 8 funds tracked by Wall St. Rank hold AFBI as of Q3 2017.

  • Creative Planning reported no remaining Affinity Bancshares position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 634 Affinity Bancshares shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Affinity Bancshares in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Affinity Bancshares position peaked at $9K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Affinity Bancshares as of Q3 2017.

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