Creative Planning
ENFC

Creative Planning’s Entegra Financial Corp. ENFC Stock Holding History

Creative Planning’s Portfolio ENFC Stock Details ENFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,000
Closed -$137K – 4247
2017
Q2 		$137K Hold
6,000
– – ﹤0.01% 1764
2017
Q1 		$142K Hold
6,000
– – ﹤0.01% 1723
2016
Q4 		$124K Hold
6,000
– – ﹤0.01% 1718
2016
Q3 		$110K Hold
6,000
– – ﹤0.01% 1789
2016
Q2 		$105K Hold
6,000
– – ﹤0.01% 1651
2016
Q1 		$104K Hold
6,000
– – ﹤0.01% 1609
2015
Q4 		$116K Buy
+6,000
New +$108K ﹤0.01% 1547

Other funds holding ENFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's ENFC Position: Q3 2017 in Review

Creative Planning sold out of Entegra Financial Corp. (ENFC) in Q3 2017, closing a stake of 6,000 shares — an estimated $137K sold.

Creative Planning first reported a position in ENFC in Q4 2015 and held it in 7 quarters. The position peaked at $142K in Q1 2017. 56 funds tracked by Wall St. Rank hold ENFC as of Q3 2017.

  • Creative Planning reported no remaining Entegra Financial Corp. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6,000 Entegra Financial Corp. shares in Q3 2017, an estimated $137K.
  • Creative Planning first reported a position in Entegra Financial Corp. in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Entegra Financial Corp. position peaked at $142K in Q1 2017.
  • 56 funds tracked by Wall St. Rank held Entegra Financial Corp. as of Q3 2017.

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