Creative Planning
FNBC

Creative Planning’s First NBC Bank Holding Company FNBC Stock Holding History

Creative Planning’s Portfolio FNBC Stock Details FNBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-37
Closed -$1K – 4474
2014
Q3 		$1K Buy
+37
New +$1.2K ﹤0.01% 3925
2014
Q2 		– Sell
-240
Closed -$8K – 4072
2014
Q1 		$8K Buy
+240
New +$7.93K ﹤0.01% 2886

Other funds holding FNBC

CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
SC
Seawolf Capital New York $52.2M AUM 30.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Creative Planning's FNBC Position: Q4 2014 in Review

Creative Planning sold out of First NBC Bank Holding Company (FNBC) in Q4 2014, closing a stake of 37 shares — an estimated $1K sold.

Creative Planning first reported a position in FNBC in Q1 2014 and held it in 2 quarters. The position peaked at $8K in Q1 2014. 114 funds tracked by Wall St. Rank hold FNBC as of Q4 2014.

  • Creative Planning reported no remaining First NBC Bank Holding Company position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 37 First NBC Bank Holding Company shares in Q4 2014, an estimated $1K.
  • Creative Planning first reported a position in First NBC Bank Holding Company in Q1 2014 and held it in 2 quarters.
  • Creative Planning's First NBC Bank Holding Company position peaked at $8K in Q1 2014.
  • 114 funds tracked by Wall St. Rank held First NBC Bank Holding Company as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.