Creative Planning
HFBC

Creative Planning’s HopFed Bancorp Inc HFBC Stock Holding History

Creative Planning’s Portfolio HFBC Stock Details HFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$7K – 4294
2017
Q2 		$7K Hold
500
– – ﹤0.01% 3866
2017
Q1 		$7K Hold
500
– – ﹤0.01% 3830
2016
Q4 		$7K Buy
+500
New +$6.12K ﹤0.01% 3803
2016
Q2 		– Sell
-100
Closed -$1K – 4614
2016
Q1 		$1K Hold
100
– – ﹤0.01% 4222
2015
Q4 		$1K Buy
+100
New +$1.19K ﹤0.01% 4308

Other funds holding HFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Creative Planning's HFBC Position: Q3 2017 in Review

Creative Planning sold out of HopFed Bancorp Inc (HFBC) in Q3 2017, closing a stake of 500 shares — an estimated $7K sold.

Creative Planning first reported a position in HFBC in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q2 2017. 34 funds tracked by Wall St. Rank hold HFBC as of Q3 2017.

  • Creative Planning reported no remaining HopFed Bancorp Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 500 HopFed Bancorp Inc shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in HopFed Bancorp Inc in Q4 2015 and held it in 5 quarters.
  • Creative Planning's HopFed Bancorp Inc position peaked at $7K in Q2 2017.
  • 34 funds tracked by Wall St. Rank held HopFed Bancorp Inc as of Q3 2017.

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