Creative Planning
FBSS

Creative Planning’s Fauquier Bankshares Inc FBSS Stock Holding History

Creative Planning’s Portfolio FBSS Stock Details FBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,495
Closed -$66K – 4133
2017
Q2 		$66K Hold
3,495
– – ﹤0.01% 2302
2017
Q1 		$63K Buy
3,495
+3,195
+1,065% +$56.1K ﹤0.01% 2309
2016
Q4 		$5K Hold
300
– – ﹤0.01% 4000
2016
Q3 		$4K Hold
300
– – ﹤0.01% 4024
2016
Q2 		$4K Hold
300
– – ﹤0.01% 3804
2016
Q1 		$5K Hold
300
– – ﹤0.01% 3630
2015
Q4 		$5K Hold
300
– – ﹤0.01% 3722
2015
Q3 		$4K Buy
+300
New +$4.63K ﹤0.01% 3755
2015
Q2 		– Sell
-300
Closed -$5K – 3402
2015
Q1 		$5K Hold
300
– – ﹤0.01% 3568
2014
Q4 		$6K Buy
+300
New +$5.67K ﹤0.01% 3437

Other funds holding FBSS

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return