Creative Planning
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Creative Planning’s Eagle Bancorp Montana EBMT Stock Holding History

Creative Planning’s Portfolio EBMT Stock Details EBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-398
Closed -$8K – 4705
2016
Q4 		$8K Buy
+398
New +$6.97K ﹤0.01% 3675

Other funds holding EBMT

GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
SWM
Stockman Wealth Management Billings, Montana $906M AUM 22.23% 1-Year Est. Return

Creative Planning's EBMT Position: Q1 2017 in Review

Creative Planning sold out of Eagle Bancorp Montana (EBMT) in Q1 2017, closing a stake of 398 shares — an estimated $8K sold.

Creative Planning first reported a position in EBMT in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 24 funds tracked by Wall St. Rank hold EBMT as of Q1 2017.

  • Creative Planning reported no remaining Eagle Bancorp Montana position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 398 Eagle Bancorp Montana shares in Q1 2017, an estimated $8K.
  • Creative Planning first reported a position in Eagle Bancorp Montana in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Eagle Bancorp Montana position peaked at $8K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.