Creative Planning
GWB

Creative Planning’s Great Western Bancorp, Inc. GWB Stock Holding History

Creative Planning’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-151
Closed -$6K – 4065
2017
Q2 		$6K Hold
151
– – ﹤0.01% 3941
2017
Q1 		$6K Hold
151
– – ﹤0.01% 3905
2016
Q4 		$7K Sell
151
-241
-61% -$9K ﹤0.01% 3798
2016
Q3 		$13K Hold
392
– – ﹤0.01% 3351
2016
Q2 		$12K Buy
+392
New +$12.2K ﹤0.01% 3151

Other funds holding GWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's GWB Position: Q3 2017 in Review

Creative Planning sold out of Great Western Bancorp, Inc. (GWB) in Q3 2017, closing a stake of 151 shares — an estimated $6K sold.

Creative Planning first reported a position in GWB in Q2 2016 and held it in 5 quarters. The position peaked at $13K in Q3 2016. 188 funds tracked by Wall St. Rank hold GWB as of Q3 2017.

  • Creative Planning reported no remaining Great Western Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 151 Great Western Bancorp, Inc. shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in Great Western Bancorp, Inc. in Q2 2016 and held it in 5 quarters.
  • Creative Planning's Great Western Bancorp, Inc. position peaked at $13K in Q3 2016.
  • 188 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q3 2017.

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