Creative Planning’s Central Pacific Financial CPF Stock Holding History

Creative Planning’s Portfolio CPF Stock Details CPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-200	Closed	-$6K	–	2240
2017 Q2	$6K	Buy	+200	New	+$6.2K	﹤0.01%	3891

Other funds holding CPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Creative Planning's CPF Position: Q3 2017 in Review

Creative Planning sold out of Central Pacific Financial (CPF) in Q3 2017, closing a stake of 200 shares — an estimated $6K sold.

Creative Planning first reported a position in CPF in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 147 funds tracked by Wall St. Rank hold CPF as of Q3 2017.

Creative Planning reported no remaining Central Pacific Financial position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 200 Central Pacific Financial shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in Central Pacific Financial in Q2 2017 and held it in 1 quarter.
Creative Planning's Central Pacific Financial position peaked at $6K in Q2 2017.
147 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2017.

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