Creative Planning’s Elmira Savings Bank Elmira NY ESBK Stock Holding History

Creative Planning’s Portfolio ESBK Stock Details ESBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,803	Closed	-$35K	–	4044
2017 Q2	$35K	Hold	1,803	–	–	﹤0.01%	2799
2017 Q1	$37K	Hold	1,803	–	–	﹤0.01%	2692
2016 Q4	$35K	Hold	1,803	–	–	﹤0.01%	2680
2016 Q3	$34K	Buy	1,803 +469	+35%	+$8.69K	﹤0.01%	2660
2016 Q2	$25K	Hold	1,334	–	–	﹤0.01%	2648
2016 Q1	$23K	Hold	1,334	–	–	﹤0.01%	2661
2015 Q4	$25K	Hold	1,334	–	–	﹤0.01%	2685
2015 Q3	$24K	Buy	+1,334	New	+$25.2K	﹤0.01%	2601
2015 Q2	–	Sell	-1,334	Closed	-$26K	–	3335
2015 Q1	$26K	Hold	1,334	–	–	﹤0.01%	2528
2014 Q4	$29K	Hold	1,334	–	–	﹤0.01%	2385
2014 Q3	$28K	Hold	1,334	–	–	﹤0.01%	2309
2014 Q2	$31K	Hold	1,334	–	–	﹤0.01%	2205
2014 Q1	$31K	Hold	1,334	–	–	﹤0.01%	2124
2013 Q4	$32K	Hold	1,334	–	–	﹤0.01%	1911
2013 Q3	$28K	Hold	1,334	–	–	﹤0.01%	1901
2013 Q2	$25K	Buy	+1,334	New	+$26.9K	﹤0.01%	1804

Other funds holding ESBK

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's ESBK Position: Q3 2017 in Review

Creative Planning sold out of Elmira Savings Bank Elmira NY (ESBK) in Q3 2017, closing a stake of 1,803 shares — an estimated $35K sold.

Creative Planning first reported a position in ESBK in Q2 2013 and held it in 16 quarters. The position peaked at $37K in Q1 2017. 15 funds tracked by Wall St. Rank hold ESBK as of Q3 2017.

Creative Planning reported no remaining Elmira Savings Bank Elmira NY position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,803 Elmira Savings Bank Elmira NY shares in Q3 2017, an estimated $35K.
Creative Planning first reported a position in Elmira Savings Bank Elmira NY in Q2 2013 and held it in 16 quarters.
Creative Planning's Elmira Savings Bank Elmira NY position peaked at $37K in Q1 2017.
15 funds tracked by Wall St. Rank held Elmira Savings Bank Elmira NY as of Q3 2017.

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