Creative Planning
ESXB

Creative Planning’s Community Bankers Trust Corporation ESXB Stock Holding History

Creative Planning’s Portfolio ESXB Stock Details ESXB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-350
Closed -$3K – 4921
2017
Q1 		$3K Hold
350
– – ﹤0.01% 4210
2016
Q4 		$3K Hold
350
– – ﹤0.01% 4195
2016
Q3 		$2K Hold
350
– – ﹤0.01% 4291
2016
Q2 		$2K Buy
+350
New +$1.77K ﹤0.01% 4081

Other funds holding ESXB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning's ESXB Position: Q2 2017 in Review

Creative Planning sold out of Community Bankers Trust Corporation (ESXB) in Q2 2017, closing a stake of 350 shares — an estimated $3K sold.

Creative Planning first reported a position in ESXB in Q2 2016 and held it in 4 quarters. The position peaked at $3K in Q1 2017. 60 funds tracked by Wall St. Rank hold ESXB as of Q2 2017.

  • Creative Planning reported no remaining Community Bankers Trust Corporation position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 350 Community Bankers Trust Corporation shares in Q2 2017, an estimated $3K.
  • Creative Planning first reported a position in Community Bankers Trust Corporation in Q2 2016 and held it in 4 quarters.
  • Creative Planning's Community Bankers Trust Corporation position peaked at $3K in Q1 2017.
  • 60 funds tracked by Wall St. Rank held Community Bankers Trust Corporation as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.