Creative Planning’s Emclaire Financial Corp EMCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,394
| Closed | -$265K | – | 2830 |
|
|
2022
Q4 | $265K | Hold |
8,394
| – | – | ﹤0.01% | 1807 |
|
|
2022
Q3 | $296K | Hold |
8,394
| – | – | ﹤0.01% | 1652 |
|
|
2022
Q2 | $289K | Hold |
8,394
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q1 | $315K | Hold |
8,394
| – | – | ﹤0.01% | 1613 |
|
|
2021
Q4 | $243K | Hold |
8,394
| – | – | ﹤0.01% | 1763 |
|
|
2021
Q3 | $224K | Hold |
8,394
| – | – | ﹤0.01% | 1794 |
|
|
2021
Q2 | $254K | Hold |
8,394
| – | – | ﹤0.01% | 1654 |
|
|
2021
Q1 | $243K | Hold |
8,394
| – | – | ﹤0.01% | 1942 |
|
|
2020
Q4 | $257K | Hold |
8,394
| – | – | ﹤0.01% | 1719 |
|
|
2020
Q3 | $211K | Buy |
+8,394
| New | +$195K | ﹤0.01% | 1653 |
|
|
2020
Q1 | – | Sell |
-8,394
| Closed | -$273K | – | 2141 |
|
|
2019
Q4 | $273K | Hold |
8,394
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q3 | $276K | Hold |
8,394
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q2 | $262K | Hold |
8,394
| – | – | ﹤0.01% | 1457 |
|
|
2019
Q1 | $259K | Hold |
8,394
| – | – | ﹤0.01% | 1420 |
|
|
2018
Q4 | $255K | Hold |
8,394
| – | – | ﹤0.01% | 1336 |
|
|
2018
Q3 | $313K | Hold |
8,394
| – | – | ﹤0.01% | 1370 |
|
|
2018
Q2 | $288K | Hold |
8,394
| – | – | ﹤0.01% | 1400 |
|
|
2018
Q1 | $280K | Buy |
8,394
+50
| +0.6% | +$1.61K | ﹤0.01% | 1382 |
|
|
2017
Q4 | $253K | Buy |
8,344
+51
| +0.6% | +$1.52K | ﹤0.01% | 1449 |
|
|
2017
Q3 | $238K | Buy |
8,293
+56
| +0.7% | +$1.58K | ﹤0.01% | 1474 |
|
|
2017
Q2 | $230K | Buy |
8,237
+50
| +0.6% | +$1.41K | ﹤0.01% | 1441 |
|
|
2017
Q1 | $239K | Sell |
8,187
-1,151
| -12% | -$32.1K | ﹤0.01% | 1386 |
|
|
2016
Q4 | $252K | Buy |
9,338
+1,250
| +15% | +$32.7K | ﹤0.01% | 1284 |
|
|
2016
Q3 | $199K | Buy |
8,088
+11
| +0.1% | +$267 | ﹤0.01% | 1404 |
|
|
2016
Q2 | $193K | Buy |
8,077
+36
| +0.4% | +$877 | ﹤0.01% | 1271 |
|
|
2016
Q1 | $201K | Buy |
8,041
+37
| +0.5% | +$883 | ﹤0.01% | 1213 |
|
|
2015
Q4 | $192K | Buy |
8,004
+2,161
| +37% | +$51.9K | ﹤0.01% | 1226 |
|
|
2015
Q3 | $134K | Buy |
+5,843
| New | +$138K | ﹤0.01% | 1414 |
|
|
2015
Q2 | – | Sell |
-3,416
| Closed | -$86K | – | 3278 |
|
|
2015
Q1 | $86K | Buy |
3,416
+81
| +2% | +$2.06K | ﹤0.01% | 1653 |
|
|
2014
Q4 | $83K | Buy |
3,335
+57
| +2% | +$1.42K | ﹤0.01% | 1652 |
|
|
2014
Q3 | $83K | Hold |
3,278
| – | – | ﹤0.01% | 1598 |
|
|
2014
Q2 | $88K | Hold |
3,278
| – | – | ﹤0.01% | 1522 |
|
|
2014
Q1 | $84K | Hold |
3,278
| – | – | ﹤0.01% | 1511 |
|
|
2013
Q4 | $82K | Buy |
3,278
+26
| +0.8% | +$650 | ﹤0.01% | 1317 |
|
|
2013
Q3 | $84K | Buy |
3,252
+25
| +0.8% | +$631 | ﹤0.01% | 1218 |
|
|
2013
Q2 | $80K | Buy |
+3,227
| New | +$78.4K | ﹤0.01% | 1113 |
|
Creative Planning's EMCF Position: Q1 2023 in Review
Creative Planning sold out of Emclaire Financial Corp (EMCF) in Q1 2023, closing a stake of 8,394 shares — an estimated $265K sold.
Creative Planning first reported a position in EMCF in Q2 2013 and held it in 36 quarters. The position peaked at $315K in Q1 2022. 0 funds tracked by Wall St. Rank hold EMCF as of Q1 2023.
- Creative Planning reported no remaining Emclaire Financial Corp position as of Q1 2023 after selling out during the quarter.
- Creative Planning sold 8,394 Emclaire Financial Corp shares in Q1 2023, an estimated $265K.
- Creative Planning first reported a position in Emclaire Financial Corp in Q2 2013 and held it in 36 quarters.
- Creative Planning's Emclaire Financial Corp position peaked at $315K in Q1 2022.
- 0 funds tracked by Wall St. Rank held Emclaire Financial Corp as of Q1 2023.
Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.