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 $145M AUM 35.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $580B AUM 38.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 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 $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning's CFBK Position: Q3 2017 in Review

Creative Planning sold out of CF Bankshares (CFBK) in Q3 2017, closing a stake of 364 shares — an estimated $4K sold.

Creative Planning first reported a position in CFBK in Q1 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2017. 21 funds tracked by Wall St. Rank hold CFBK as of Q3 2017.

  • Creative Planning reported no remaining CF Bankshares position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 364 CF Bankshares shares in Q3 2017, an estimated $4K.
  • Creative Planning first reported a position in CF Bankshares in Q1 2017 and held it in 2 quarters.
  • Creative Planning's CF Bankshares position peaked at $4K in Q2 2017.
  • 21 funds tracked by Wall St. Rank held CF Bankshares as of Q3 2017.

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