Creative Planning’s Franklin Financial Network, Inc. FSB Stock Holding History

Creative Planning’s Portfolio FSB Stock Details FSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,755	Closed	-$225K	–	2171
2018 Q3	$225K	Buy	5,755 +200	+4%	+$7.73K	﹤0.01%	1598
2018 Q2	$209K	Buy	+5,555	New	+$196K	﹤0.01%	1624
2017 Q1	–	Sell	-300	Closed	-$13K	–	5022
2016 Q4	$13K	Sell	300 -909	-75%	-$33.1K	﹤0.01%	3389
2016 Q3	$45K	Buy	1,209 +547	+83%	+$18.6K	﹤0.01%	2451
2016 Q2	$21K	Buy	+662	New	+$19.8K	﹤0.01%	2778

Other funds holding FSB

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

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

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

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's FSB Position: Q4 2018 in Review

Creative Planning sold out of Franklin Financial Network, Inc. (FSB) in Q4 2018, closing a stake of 5,755 shares — an estimated $225K sold.

Creative Planning first reported a position in FSB in Q2 2016 and held it in 5 quarters. The position peaked at $225K in Q3 2018. 122 funds tracked by Wall St. Rank hold FSB as of Q4 2018.

Creative Planning reported no remaining Franklin Financial Network, Inc. position as of Q4 2018 after selling out during the quarter.
Creative Planning sold 5,755 Franklin Financial Network, Inc. shares in Q4 2018, an estimated $225K.
Creative Planning first reported a position in Franklin Financial Network, Inc. in Q2 2016 and held it in 5 quarters.
Creative Planning's Franklin Financial Network, Inc. position peaked at $225K in Q3 2018.
122 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.