Creative Planning’s CAPE BANCORP, INC COM CBNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-200
| Closed | -$3K | – | 4713 |
|
|
2016
Q1 | $3K | Sell |
200
-1,723
| -90% | -$22.6K | ﹤0.01% | 3887 |
|
|
2015
Q4 | $24K | Sell |
1,923
-45
| -2% | -$569 | ﹤0.01% | 2729 |
|
|
2015
Q3 | $24K | Buy |
+1,968
| New | +$21.1K | ﹤0.01% | 2611 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$2K | – | 3887 |
|
|
2015
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3971 |
|
|
2014
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3905 |
|
|
2014
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 3742 |
|
|
2014
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 3582 |
|
|
2014
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3433 |
|
|
2013
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3157 |
|
|
2013
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 3045 |
|
|
2013
Q2 | $2K | Buy |
+200
| New | +$1.83K | ﹤0.01% | 2892 |
|
Creative Planning's CBNJ Position: Q2 2016 in Review
Creative Planning sold out of CAPE BANCORP, INC COM (CBNJ) in Q2 2016, closing a stake of 200 shares — an estimated $3K sold.
Creative Planning first reported a position in CBNJ in Q2 2013 and held it in 11 quarters. The position peaked at $24K in Q4 2015. 0 funds tracked by Wall St. Rank hold CBNJ as of Q2 2016.
- Creative Planning reported no remaining CAPE BANCORP, INC COM position as of Q2 2016 after selling out during the quarter.
- Creative Planning sold 200 CAPE BANCORP, INC COM shares in Q2 2016, an estimated $3K.
- Creative Planning first reported a position in CAPE BANCORP, INC COM in Q2 2013 and held it in 11 quarters.
- Creative Planning's CAPE BANCORP, INC COM position peaked at $24K in Q4 2015.
- 0 funds tracked by Wall St. Rank held CAPE BANCORP, INC COM as of Q2 2016.
Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.