Creative Planning
ICBK

Creative Planning’s County Bancorp, Inc. Common Stock ICBK Stock Holding History

Creative Planning’s Portfolio ICBK Stock Details ICBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,909
Closed -$228K – 2156
2019
Q4 		$228K Sell
8,909
-2,227
-20% -$51.7K ﹤0.01% 1567
2019
Q3 		$218K Sell
11,136
-41
-0.4% -$740 ﹤0.01% 1556
2019
Q2 		$191K Hold
11,177
– – ﹤0.01% 1633
2019
Q1 		$197K Hold
11,177
– – ﹤0.01% 1593
2018
Q4 		$194K Sell
11,177
-27
-0.2% -$592 ﹤0.01% 1508
2018
Q3 		$281K Hold
11,204
– – ﹤0.01% 1445
2018
Q2 		$308K Sell
11,204
-48
-0.4% -$1.34K ﹤0.01% 1360
2018
Q1 		$329K Buy
11,252
+98
+0.9% +$2.86K ﹤0.01% 1297
2017
Q4 		$332K Buy
11,154
+9
+0.1% +$278 ﹤0.01% 1304
2017
Q3 		$335K Buy
11,145
+9
+0.1% +$242 ﹤0.01% 1266
2017
Q2 		$267K Hold
11,136
– – ﹤0.01% 1356
2017
Q1 		$324K Hold
11,136
– – ﹤0.01% 1215
2016
Q4 		$300K Hold
11,136
– – ﹤0.01% 1188
2016
Q3 		$223K Hold
11,136
– – ﹤0.01% 1344
2016
Q2 		$230K Buy
+11,136
New +$234K ﹤0.01% 1190

Other funds holding ICBK

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's ICBK Position: Q1 2020 in Review

Creative Planning sold out of County Bancorp, Inc. Common Stock (ICBK) in Q1 2020, closing a stake of 8,909 shares — an estimated $228K sold.

Creative Planning first reported a position in ICBK in Q2 2016 and held it in 15 quarters. The position peaked at $335K in Q3 2017. 37 funds tracked by Wall St. Rank hold ICBK as of Q1 2020.

  • Creative Planning reported no remaining County Bancorp, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 8,909 County Bancorp, Inc. Common Stock shares in Q1 2020, an estimated $228K.
  • Creative Planning first reported a position in County Bancorp, Inc. Common Stock in Q2 2016 and held it in 15 quarters.
  • Creative Planning's County Bancorp, Inc. Common Stock position peaked at $335K in Q3 2017.
  • 37 funds tracked by Wall St. Rank held County Bancorp, Inc. Common Stock as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.