Creative Planning
BSF

Creative Planning’s Bear State Financial, Inc. BSF Stock Holding History

Creative Planning’s Portfolio BSF Stock Details BSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-111
Closed – – 4058
2014
Q1 		$0 Buy
+111
New +$845 ﹤0.01% 3849

Other funds holding BSF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's BSF Position: Q2 2014 in Review

Creative Planning sold out of Bear State Financial, Inc. (BSF) in Q2 2014, closing a stake of 111 shares.

Creative Planning first reported a position in BSF in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 26 funds tracked by Wall St. Rank hold BSF as of Q2 2014.

  • Creative Planning reported no remaining Bear State Financial, Inc. position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 111 Bear State Financial, Inc. shares in Q2 2014.
  • Creative Planning first reported a position in Bear State Financial, Inc. in Q1 2014 and held it in 1 quarter.
  • Creative Planning's Bear State Financial, Inc. position peaked at $0 in Q1 2014.
  • 26 funds tracked by Wall St. Rank held Bear State Financial, Inc. as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.