Creative Planning’s Chemung Financial Corp CHMG Stock Holding History

Creative Planning’s Portfolio CHMG Stock Details CHMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,814	Closed	-$258K	–	2131
2021 Q2	$258K	Buy	+5,814	New	+$254K	﹤0.01%	1642
2017 Q3	–	Sell	-602	Closed	-$25K	–	2195
2017 Q2	$25K	Hold	602	–	–	﹤0.01%	3017
2017 Q1	$24K	Buy	+602	New	+$21.7K	﹤0.01%	2998

Other funds holding CHMG

CCT

Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's CHMG Position: Q3 2021 in Review

Creative Planning sold out of Chemung Financial Corp (CHMG) in Q3 2021, closing a stake of 5,814 shares — an estimated $258K sold.

Creative Planning first reported a position in CHMG in Q1 2017 and held it in 3 quarters. The position peaked at $258K in Q2 2021. 42 funds tracked by Wall St. Rank hold CHMG as of Q3 2021.

Creative Planning reported no remaining Chemung Financial Corp position as of Q3 2021 after selling out during the quarter.
Creative Planning sold 5,814 Chemung Financial Corp shares in Q3 2021, an estimated $258K.
Creative Planning first reported a position in Chemung Financial Corp in Q1 2017 and held it in 3 quarters.
Creative Planning's Chemung Financial Corp position peaked at $258K in Q2 2021.
42 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.