Creative Planning’s Dime Community Bancshares DCOM Stock Holding History

Creative Planning’s Portfolio DCOM Stock Details DCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-675	Closed	-$13K	–	4740
2017 Q2	$13K	Hold	675	–	–	﹤0.01%	3490
2017 Q1	$14K	Hold	675	–	–	﹤0.01%	3401
2016 Q4	$14K	Hold	675	–	–	﹤0.01%	3347
2016 Q3	$11K	Hold	675	–	–	﹤0.01%	3490
2016 Q2	$11K	Sell	675 -42	-6%	-$743	﹤0.01%	3228
2016 Q1	$13K	Sell	717 -992	-58%	-$16.8K	﹤0.01%	3089
2015 Q4	$30K	Buy	1,709 +8	+0.5%	+$142	﹤0.01%	2558
2015 Q3	$29K	Buy	+1,701	New	+$28.9K	﹤0.01%	2457
2015 Q2	–	Sell	-1,684	Closed	-$27K	–	4282
2015 Q1	$27K	Buy	1,684 +9	+0.5%	+$140	﹤0.01%	2500
2014 Q4	$27K	Buy	1,675 +946	+130%	+$14.4K	﹤0.01%	2459
2014 Q3	$10K	Buy	729 +54	+8%	+$823	﹤0.01%	2978
2014 Q2	$11K	Hold	675	–	–	﹤0.01%	2852
2014 Q1	$11K	Buy	+675	New	+$11.3K	﹤0.01%	2741

Other funds holding DCOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's DCOM Position: Q3 2017 in Review

Creative Planning sold out of Dime Community Bancshares (DCOM) in Q3 2017, closing a stake of 675 shares — an estimated $13K sold.

Creative Planning first reported a position in DCOM in Q1 2014 and held it in 13 quarters. The position peaked at $30K in Q4 2015. 134 funds tracked by Wall St. Rank hold DCOM as of Q3 2017.

Creative Planning reported no remaining Dime Community Bancshares position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 675 Dime Community Bancshares shares in Q3 2017, an estimated $13K.
Creative Planning first reported a position in Dime Community Bancshares in Q1 2014 and held it in 13 quarters.
Creative Planning's Dime Community Bancshares position peaked at $30K in Q4 2015.
134 funds tracked by Wall St. Rank held Dime Community Bancshares as of Q3 2017.

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