Creative Planning’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Creative Planning’s Portfolio CBF Stock Details CBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,180	Closed	-$45K	–	4497
2017 Q2	$45K	Sell	1,180 -231	-16%	-$9.13K	﹤0.01%	2606
2017 Q1	$61K	Buy	1,411 +231	+20%	+$9.3K	﹤0.01%	2333
2016 Q4	$46K	Buy	1,180 +8	+0.7%	+$280	﹤0.01%	2464
2016 Q3	$38K	Hold	1,172	–	–	﹤0.01%	2586
2016 Q2	$34K	Hold	1,172	–	–	﹤0.01%	2416
2016 Q1	$36K	Hold	1,172	–	–	﹤0.01%	2338
2015 Q4	$37K	Hold	1,172	–	–	﹤0.01%	2376
2015 Q3	$35K	Buy	+1,172	New	+$35.1K	﹤0.01%	2322
2015 Q2	–	Sell	-1,272	Closed	-$35K	–	3696
2015 Q1	$35K	Hold	1,272	–	–	﹤0.01%	2280
2014 Q4	$34K	Hold	1,272	–	–	﹤0.01%	2267
2014 Q3	$30K	Hold	1,272	–	–	﹤0.01%	2264
2014 Q2	$30K	Buy	1,272 +494	+63%	+$12K	﹤0.01%	2237
2014 Q1	$20K	Buy	+778	New	+$18.3K	﹤0.01%	2386
2013 Q4	–	Sell	-4,062	Closed	-$89K	–	3572
2013 Q3	$89K	Buy	+4,062	New	+$82.1K	﹤0.01%	1188

Other funds holding CBF

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's CBF Position: Q3 2017 in Review

Creative Planning sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q3 2017, closing a stake of 1,180 shares — an estimated $45K sold.

Creative Planning first reported a position in CBF in Q3 2013 and held it in 14 quarters. The position peaked at $89K in Q3 2013. 134 funds tracked by Wall St. Rank hold CBF as of Q3 2017.

Creative Planning reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,180 Capital Bank Financial Corp. Class A Common Stock shares in Q3 2017, an estimated $45K.
Creative Planning first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2013 and held it in 14 quarters.
Creative Planning's Capital Bank Financial Corp. Class A Common Stock position peaked at $89K in Q3 2013.
134 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q3 2017.

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