Creative Planning
CFBK icon

Creative Planning’s CF Bankshares CFBK Stock Holding History

Creative Planning’s Portfolio CFBK Stock Details CFBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-364
Closed -$4K – 2182
2017
Q2 		$4K Hold
364
– – ﹤0.01% 4079
2017
Q1 		$4K Buy
+364
New +$4.06K ﹤0.01% 4036

Other funds holding CFBK

EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MHIM
MacNealy Hoover Investment Management Canton, Ohio $124M AUM 4.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $61.6M AUM 9.79% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.28B AUM 19.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return