Creative Planning’s Citizens First Corporation CZFC Stock Holding History

Creative Planning’s Portfolio CZFC Stock Details CZFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-500	Closed	-$6K	–	3535
2015 Q1	$6K	Hold	500	–	–	﹤0.01%	3488
2014 Q4	$6K	Hold	500	–	–	﹤0.01%	3446
2014 Q3	$6K	Hold	500	–	–	﹤0.01%	3234
2014 Q2	$5K	Hold	500	–	–	﹤0.01%	3264
2014 Q1	$5K	Hold	500	–	–	﹤0.01%	3123
2013 Q4	$5K	Hold	500	–	–	﹤0.01%	2866
2013 Q3	$4K	Buy	+500	New	+$4.63K	﹤0.01%	2834

Other funds holding CZFC

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's CZFC Position: Q2 2015 in Review

Creative Planning sold out of Citizens First Corporation (CZFC) in Q2 2015, closing a stake of 500 shares — an estimated $6K sold.

Creative Planning first reported a position in CZFC in Q3 2013 and held it in 7 quarters. The position peaked at $6K in Q1 2015. 13 funds tracked by Wall St. Rank hold CZFC as of Q2 2015.

Creative Planning reported no remaining Citizens First Corporation position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 500 Citizens First Corporation shares in Q2 2015, an estimated $6K.
Creative Planning first reported a position in Citizens First Corporation in Q3 2013 and held it in 7 quarters.
Creative Planning's Citizens First Corporation position peaked at $6K in Q1 2015.
13 funds tracked by Wall St. Rank held Citizens First Corporation as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.