Creative Planning
BKSC

Creative Planning’s Bank of South Carolina BKSC Stock Holding History

Creative Planning’s Portfolio BKSC Stock Details BKSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,100
Closed -$20K – 4624
2017
Q2 		$20K Hold
1,100
– – ﹤0.01% 3201
2017
Q1 		$21K Hold
1,100
– – ﹤0.01% 3119
2016
Q4 		$21K Buy
+1,100
New +$20.4K ﹤0.01% 3066

Other funds holding BKSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's BKSC Position: Q3 2017 in Review

Creative Planning sold out of Bank of South Carolina (BKSC) in Q3 2017, closing a stake of 1,100 shares — an estimated $20K sold.

Creative Planning first reported a position in BKSC in Q4 2016 and held it in 3 quarters. The position peaked at $21K in Q1 2017. 19 funds tracked by Wall St. Rank hold BKSC as of Q3 2017.

  • Creative Planning reported no remaining Bank of South Carolina position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,100 Bank of South Carolina shares in Q3 2017, an estimated $20K.
  • Creative Planning first reported a position in Bank of South Carolina in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Bank of South Carolina position peaked at $21K in Q1 2017.
  • 19 funds tracked by Wall St. Rank held Bank of South Carolina as of Q3 2017.

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