Creative Planning
BNCL

Creative Planning’s Beneficial Bancorp, Inc. BNCL Stock Holding History

Creative Planning’s Portfolio BNCL Stock Details BNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-84
Closed -$1K – 4436
2014
Q3 		$1K Buy
+84
New +$1.02K ﹤0.01% 3911

Other funds holding BNCL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Creative Planning's BNCL Position: Q4 2014 in Review

Creative Planning sold out of Beneficial Bancorp, Inc. (BNCL) in Q4 2014, closing a stake of 84 shares — an estimated $1K sold.

Creative Planning first reported a position in BNCL in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 82 funds tracked by Wall St. Rank hold BNCL as of Q4 2014.

  • Creative Planning reported no remaining Beneficial Bancorp, Inc. position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 84 Beneficial Bancorp, Inc. shares in Q4 2014, an estimated $1K.
  • Creative Planning first reported a position in Beneficial Bancorp, Inc. in Q3 2014 and held it in 1 quarter.
  • Creative Planning's Beneficial Bancorp, Inc. position peaked at $1K in Q3 2014.
  • 82 funds tracked by Wall St. Rank held Beneficial Bancorp, Inc. as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.