Creative Planning
EVBN

Creative Planning’s Evans Bancorp Inc EVBN Stock Holding History

Creative Planning’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-606
Closed -$16K – 4569
2015
Q4 		$16K Hold
606
– – ﹤0.01% 3003
2015
Q3 		$15K Buy
+606
New +$14.3K ﹤0.01% 2962
2015
Q2 		– Sell
-606
Closed -$15K – 3113
2015
Q1 		$15K Hold
606
– – ﹤0.01% 2942
2014
Q4 		$15K Hold
606
– – ﹤0.01% 2875
2014
Q3 		$14K Hold
606
– – ﹤0.01% 2759
2014
Q2 		$14K Hold
606
– – ﹤0.01% 2711
2014
Q1 		$14K Hold
606
– – ﹤0.01% 2597
2013
Q4 		$13K Buy
+606
New +$12.5K ﹤0.01% 2436

Other funds holding EVBN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Creative Planning's EVBN Position: Q1 2016 in Review

Creative Planning sold out of Evans Bancorp Inc (EVBN) in Q1 2016, closing a stake of 606 shares — an estimated $16K sold.

Creative Planning first reported a position in EVBN in Q4 2013 and held it in 8 quarters. The position peaked at $16K in Q4 2015. 22 funds tracked by Wall St. Rank hold EVBN as of Q1 2016.

  • Creative Planning reported no remaining Evans Bancorp Inc position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 606 Evans Bancorp Inc shares in Q1 2016, an estimated $16K.
  • Creative Planning first reported a position in Evans Bancorp Inc in Q4 2013 and held it in 8 quarters.
  • Creative Planning's Evans Bancorp Inc position peaked at $16K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.