Creative Planning
FFNW

Creative Planning’s First Financial Northwest, Inc FFNW Stock Holding History

Creative Planning’s Portfolio FFNW Stock Details FFNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-9,409
Closed -$152K – 3807
2017
Q2 		$152K Hold
9,409
– – ﹤0.01% 1689
2017
Q1 		$166K Sell
9,409
-1,357
-13% -$26.6K ﹤0.01% 1609
2016
Q4 		$213K Sell
10,766
-2,365
-18% -$38.9K ﹤0.01% 1385
2016
Q3 		$186K Buy
13,131
+3,000
+30% +$41.1K ﹤0.01% 1443
2016
Q2 		$135K Sell
10,131
-1,000
-9% -$13.3K ﹤0.01% 1479
2016
Q1 		$147K Buy
11,131
+150
+1% +$2K ﹤0.01% 1390
2015
Q4 		$153K Hold
10,981
– – ﹤0.01% 1380
2015
Q3 		$133K Sell
10,981
-17,409
-61% -$215K ﹤0.01% 1423
2015
Q2 		$354K Sell
28,390
-1,500
-5% -$18K ﹤0.01% 753
2015
Q1 		$369K Sell
29,890
-1,500
-5% -$18.2K ﹤0.01% 881
2014
Q4 		$378K Hold
31,390
– – ﹤0.01% 816
2014
Q3 		$320K Buy
31,390
+3,000
+11% +$32.2K ﹤0.01% 838
2014
Q2 		$309K Sell
28,390
-29,364
-51% -$312K ﹤0.01% 828
2014
Q1 		$586K Hold
57,754
– – 0.01% 555
2013
Q4 		$599K Sell
57,754
-500
-0.9% -$5.3K 0.01% 468
2013
Q3 		$608K Buy
58,254
+255
+0.4% +$2.73K 0.01% 393
2013
Q2 		$598K Buy
+57,999
New +$528K 0.01% 361

Other funds holding FFNW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's FFNW Position: Q3 2017 in Review

Creative Planning sold out of First Financial Northwest, Inc (FFNW) in Q3 2017, closing a stake of 9,409 shares — an estimated $152K sold.

Creative Planning first reported a position in FFNW in Q2 2013 and held it in 17 quarters. The position peaked at $608K in Q3 2013. 66 funds tracked by Wall St. Rank hold FFNW as of Q3 2017.

  • Creative Planning reported no remaining First Financial Northwest, Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 9,409 First Financial Northwest, Inc shares in Q3 2017, an estimated $152K.
  • Creative Planning first reported a position in First Financial Northwest, Inc in Q2 2013 and held it in 17 quarters.
  • Creative Planning's First Financial Northwest, Inc position peaked at $608K in Q3 2013.
  • 66 funds tracked by Wall St. Rank held First Financial Northwest, Inc as of Q3 2017.

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