Creative Planning’s Blue Hills Bancorp, Inc. BHBK Stock Holding History

Creative Planning’s Portfolio BHBK Stock Details BHBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-7,745	Closed	-$139K	–	4317
2017 Q2	$139K	Hold	7,745	–	–	﹤0.01%	1754
2017 Q1	$138K	Hold	7,745	–	–	﹤0.01%	1744
2016 Q4	$145K	Hold	7,745	–	–	﹤0.01%	1611
2016 Q3	$116K	Sell	7,745 -59	-0.8%	-$857	﹤0.01%	1753
2016 Q2	$115K	Hold	7,804	–	–	﹤0.01%	1586
2016 Q1	$107K	Buy	7,804 +7,694	+6,995%	+$108K	﹤0.01%	1583
2015 Q4	$2K	Buy	+110	New	+$1.64K	﹤0.01%	4109

Other funds holding BHBK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

Creative Planning's BHBK Position: Q3 2017 in Review

Creative Planning sold out of Blue Hills Bancorp, Inc. (BHBK) in Q3 2017, closing a stake of 7,745 shares — an estimated $139K sold.

Creative Planning first reported a position in BHBK in Q4 2015 and held it in 7 quarters. The position peaked at $145K in Q4 2016. 80 funds tracked by Wall St. Rank hold BHBK as of Q3 2017.

Creative Planning reported no remaining Blue Hills Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 7,745 Blue Hills Bancorp, Inc. shares in Q3 2017, an estimated $139K.
Creative Planning first reported a position in Blue Hills Bancorp, Inc. in Q4 2015 and held it in 7 quarters.
Creative Planning's Blue Hills Bancorp, Inc. position peaked at $145K in Q4 2016.
80 funds tracked by Wall St. Rank held Blue Hills Bancorp, Inc. as of Q3 2017.

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