Creative Planning’s FCB Financial Holdings, Inc. FCB Stock Holding History

Creative Planning’s Portfolio FCB Stock Details FCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-935	Closed	-$45K	–	4357
2017 Q2	$45K	Buy	935 +828	+774%	+$39.2K	﹤0.01%	2605
2017 Q1	$5K	Buy	+107	New	+$5.11K	﹤0.01%	4002

Other funds holding FCB

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Creative Planning's FCB Position: Q3 2017 in Review

Creative Planning sold out of FCB Financial Holdings, Inc. (FCB) in Q3 2017, closing a stake of 935 shares — an estimated $45K sold.

Creative Planning first reported a position in FCB in Q1 2017 and held it in 2 quarters. The position peaked at $45K in Q2 2017. 167 funds tracked by Wall St. Rank hold FCB as of Q3 2017.

Creative Planning reported no remaining FCB Financial Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 935 FCB Financial Holdings, Inc. shares in Q3 2017, an estimated $45K.
Creative Planning first reported a position in FCB Financial Holdings, Inc. in Q1 2017 and held it in 2 quarters.
Creative Planning's FCB Financial Holdings, Inc. position peaked at $45K in Q2 2017.
167 funds tracked by Wall St. Rank held FCB Financial Holdings, Inc. as of Q3 2017.

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