Creative Planning
AMNB

Creative Planning’s American National Bankshares Inc AMNB Stock Holding History

Creative Planning’s Portfolio AMNB Stock Details AMNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,089
Closed -$40K – 4620
2017
Q2 		$40K Hold
1,089
– – ﹤0.01% 2694
2017
Q1 		$41K Buy
+1,089
New +$39.2K ﹤0.01% 2630
2015
Q1 		– Sell
-2,695
Closed -$67K – 4675
2014
Q4 		$67K Hold
2,695
– – ﹤0.01% 1808
2014
Q3 		$61K Hold
2,695
– – ﹤0.01% 1797
2014
Q2 		$59K Hold
2,695
– – ﹤0.01% 1773
2014
Q1 		$63K Hold
2,695
– – ﹤0.01% 1664
2013
Q4 		$71K Hold
2,695
– – ﹤0.01% 1393
2013
Q3 		$63K Hold
2,695
– – ﹤0.01% 1388
2013
Q2 		$63K Buy
+2,695
New +$58K ﹤0.01% 1261

Other funds holding AMNB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Creative Planning's AMNB Position: Q3 2017 in Review

Creative Planning sold out of American National Bankshares Inc (AMNB) in Q3 2017, closing a stake of 1,089 shares — an estimated $40K sold.

Creative Planning first reported a position in AMNB in Q2 2013 and held it in 9 quarters. The position peaked at $71K in Q4 2013. 65 funds tracked by Wall St. Rank hold AMNB as of Q3 2017.

  • Creative Planning reported no remaining American National Bankshares Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,089 American National Bankshares Inc shares in Q3 2017, an estimated $40K.
  • Creative Planning first reported a position in American National Bankshares Inc in Q2 2013 and held it in 9 quarters.
  • Creative Planning's American National Bankshares Inc position peaked at $71K in Q4 2013.
  • 65 funds tracked by Wall St. Rank held American National Bankshares Inc as of Q3 2017.

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