Creative Planning
FUSB icon

Creative Planning’s First US Bancshares FUSB Stock Holding History

Creative Planning’s Portfolio FUSB Stock Details FUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$6K – 2553
2017
Q2 		$6K Hold
500
– – ﹤0.01% 3902
2017
Q1 		$6K Hold
500
– – ﹤0.01% 3866
2016
Q4 		$6K Buy
+500
New +$5.3K ﹤0.01% 3846

Other funds holding FUSB

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKIM
Hayek Kallen Investment Management Fairhope, Alabama $307M AUM 18.5% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Creative Planning's FUSB Position: Q3 2017 in Review

Creative Planning sold out of First US Bancshares (FUSB) in Q3 2017, closing a stake of 500 shares — an estimated $6K sold.

Creative Planning first reported a position in FUSB in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 21 funds tracked by Wall St. Rank hold FUSB as of Q3 2017.

  • Creative Planning reported no remaining First US Bancshares position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 500 First US Bancshares shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in First US Bancshares in Q4 2016 and held it in 3 quarters.
  • Creative Planning's First US Bancshares position peaked at $6K in Q2 2017.
  • 21 funds tracked by Wall St. Rank held First US Bancshares as of Q3 2017.

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