Creative Planning’s Glen Burnie Bancorp GLBZ Stock Holding History

Creative Planning’s Portfolio GLBZ Stock Details GLBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$5K	–	2606
2017 Q2	$5K	Hold	500	–	–	﹤0.01%	3982
2017 Q1	$6K	Hold	500	–	–	﹤0.01%	3870
2016 Q4	$6K	Buy	+500	New	+$5.26K	﹤0.01%	3850
2013 Q3	–	Sell	-5,000	Closed	-$61K	–	3263
2013 Q2	$61K	Buy	+5,000	New	+$59.3K	﹤0.01%	1270

Other funds holding GLBZ

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CPA

Court Place Advisors Ellicott City, Maryland $332M AUM 16.16% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's GLBZ Position: Q3 2017 in Review

Creative Planning sold out of Glen Burnie Bancorp (GLBZ) in Q3 2017, closing a stake of 500 shares — an estimated $5K sold.

Creative Planning first reported a position in GLBZ in Q2 2013 and held it in 4 quarters. The position peaked at $61K in Q2 2013. 11 funds tracked by Wall St. Rank hold GLBZ as of Q3 2017.

Creative Planning reported no remaining Glen Burnie Bancorp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 Glen Burnie Bancorp shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in Glen Burnie Bancorp in Q2 2013 and held it in 4 quarters.
Creative Planning's Glen Burnie Bancorp position peaked at $61K in Q2 2013.
11 funds tracked by Wall St. Rank held Glen Burnie Bancorp as of Q3 2017.

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