Creative Planning
CFNB

Creative Planning’s California First National Banc CFNB Stock Holding History

Creative Planning’s Portfolio CFNB Stock Details CFNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-350
Closed -$7K – 4505
2017
Q2 		$7K Hold
350
– – ﹤0.01% 3874
2017
Q1 		$6K Hold
350
– – ﹤0.01% 3918
2016
Q4 		$5K Buy
+350
New +$5.2K ﹤0.01% 4014

Other funds holding CFNB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's CFNB Position: Q3 2017 in Review

Creative Planning sold out of California First National Banc (CFNB) in Q3 2017, closing a stake of 350 shares — an estimated $7K sold.

Creative Planning first reported a position in CFNB in Q4 2016 and held it in 3 quarters. The position peaked at $7K in Q2 2017. 31 funds tracked by Wall St. Rank hold CFNB as of Q3 2017.

  • Creative Planning reported no remaining California First National Banc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 350 California First National Banc shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in California First National Banc in Q4 2016 and held it in 3 quarters.
  • Creative Planning's California First National Banc position peaked at $7K in Q2 2017.
  • 31 funds tracked by Wall St. Rank held California First National Banc as of Q3 2017.

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