Creative Planning
BLMT

Creative Planning’s BSB Bancorp, Inc. BLMT Stock Holding History

Creative Planning’s Portfolio BLMT Stock Details BLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,386
Closed -$128K – 4319
2017
Q2 		$128K Hold
4,386
– – ﹤0.01% 1810
2017
Q1 		$124K Hold
4,386
– – ﹤0.01% 1822
2016
Q4 		$127K Hold
4,386
– – ﹤0.01% 1703
2016
Q3 		$103K Hold
4,386
– – ﹤0.01% 1832
2016
Q2 		$99K Hold
4,386
– – ﹤0.01% 1689
2016
Q1 		$99K Buy
+4,386
New +$96.9K ﹤0.01% 1644

Other funds holding BLMT

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
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
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's BLMT Position: Q3 2017 in Review

Creative Planning sold out of BSB Bancorp, Inc. (BLMT) in Q3 2017, closing a stake of 4,386 shares — an estimated $128K sold.

Creative Planning first reported a position in BLMT in Q1 2016 and held it in 6 quarters. The position peaked at $128K in Q2 2017. 47 funds tracked by Wall St. Rank hold BLMT as of Q3 2017.

  • Creative Planning reported no remaining BSB Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,386 BSB Bancorp, Inc. shares in Q3 2017, an estimated $128K.
  • Creative Planning first reported a position in BSB Bancorp, Inc. in Q1 2016 and held it in 6 quarters.
  • Creative Planning's BSB Bancorp, Inc. position peaked at $128K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held BSB Bancorp, Inc. as of Q3 2017.

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