Creative Planning
FGBI icon

Creative Planning’s First Guaranty Bancshares FGBI Stock Holding History

Creative Planning’s Portfolio FGBI Stock Details FGBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,331
Closed -$24K – 4725
2016
Q4 		$24K Buy
+1,331
New +$19.2K ﹤0.01% 2955

Other funds holding FGBI

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Creative Planning's FGBI Position: Q1 2017 in Review

Creative Planning sold out of First Guaranty Bancshares (FGBI) in Q1 2017, closing a stake of 1,331 shares — an estimated $24K sold.

Creative Planning first reported a position in FGBI in Q4 2016 and held it in 1 quarter. The position peaked at $24K in Q4 2016. 21 funds tracked by Wall St. Rank hold FGBI as of Q1 2017.

  • Creative Planning reported no remaining First Guaranty Bancshares position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1,331 First Guaranty Bancshares shares in Q1 2017, an estimated $24K.
  • Creative Planning first reported a position in First Guaranty Bancshares in Q4 2016 and held it in 1 quarter.
  • Creative Planning's First Guaranty Bancshares position peaked at $24K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.