Creative Planning
FNFG

Creative Planning’s FIRST NIAGARA FINANCIAL GROUP INC FNFG Stock Holding History

Creative Planning’s Portfolio FNFG Stock Details FNFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-87,281
Closed -$850K – 4919
2016
Q2 		$850K Sell
87,281
-1,294
-1% -$13.3K 0.01% 565
2016
Q1 		$857K Sell
88,575
-4,667
-5% -$45.1K 0.01% 548
2015
Q4 		$1.01M Buy
93,242
+48,909
+110% +$522K 0.01% 502
2015
Q3 		$453K Sell
44,333
-6,469
-13% -$61.4K ﹤0.01% 781
2015
Q2 		$480K Buy
50,802
+34,727
+216% +$317K ﹤0.01% 673
2015
Q1 		$142K Sell
16,075
-3,352
-17% -$28.6K ﹤0.01% 1380
2014
Q4 		$164K Sell
19,427
-2,002
-9% -$16.1K ﹤0.01% 1262
2014
Q3 		$179K Buy
21,429
+5,371
+33% +$46.5K ﹤0.01% 1120
2014
Q2 		$140K Sell
16,058
-2,017
-11% -$17.8K ﹤0.01% 1228
2014
Q1 		$171K Buy
18,075
+10,591
+142% +$98.3K ﹤0.01% 1077
2013
Q4 		$79K Sell
7,484
-225
-3% -$2.44K ﹤0.01% 1332
2013
Q3 		$80K Sell
7,709
-2,805
-27% -$29.1K ﹤0.01% 1256
2013
Q2 		$106K Buy
+10,514
New +$100K ﹤0.01% 959

Other funds holding FNFG

CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Creative Planning's FNFG Position: Q3 2016 in Review

Creative Planning sold out of FIRST NIAGARA FINANCIAL GROUP INC (FNFG) in Q3 2016, closing a stake of 87,281 shares — an estimated $850K sold.

Creative Planning first reported a position in FNFG in Q2 2013 and held it in 13 quarters. The position peaked at $1.01M in Q4 2015. 2 funds tracked by Wall St. Rank hold FNFG as of Q3 2016.

  • Creative Planning reported no remaining FIRST NIAGARA FINANCIAL GROUP INC position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 87,281 FIRST NIAGARA FINANCIAL GROUP INC shares in Q3 2016, an estimated $850K.
  • Creative Planning first reported a position in FIRST NIAGARA FINANCIAL GROUP INC in Q2 2013 and held it in 13 quarters.
  • Creative Planning's FIRST NIAGARA FINANCIAL GROUP INC position peaked at $1.01M in Q4 2015.
  • 2 funds tracked by Wall St. Rank held FIRST NIAGARA FINANCIAL GROUP INC as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.