Creative Planning
IROQ

Creative Planning’s IF Bancorp IROQ Stock Holding History

Creative Planning’s Portfolio IROQ Stock Details IROQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,504
Closed -$49K – 2786
2017
Q2 		$49K Hold
2,504
– – ﹤0.01% 2525
2017
Q1 		$50K Hold
2,504
– – ﹤0.01% 2476
2016
Q4 		$46K Hold
2,504
– – ﹤0.01% 2450
2016
Q3 		$47K Hold
2,504
– – ﹤0.01% 2410
2016
Q2 		$46K Hold
2,504
– – ﹤0.01% 2185
2016
Q1 		$46K Buy
+2,504
New +$45.9K ﹤0.01% 2160

Other funds holding IROQ

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Creative Planning's IROQ Position: Q3 2017 in Review

Creative Planning sold out of IF Bancorp (IROQ) in Q3 2017, closing a stake of 2,504 shares — an estimated $49K sold.

Creative Planning first reported a position in IROQ in Q1 2016 and held it in 6 quarters. The position peaked at $50K in Q1 2017. 17 funds tracked by Wall St. Rank hold IROQ as of Q3 2017.

  • Creative Planning reported no remaining IF Bancorp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,504 IF Bancorp shares in Q3 2017, an estimated $49K.
  • Creative Planning first reported a position in IF Bancorp in Q1 2016 and held it in 6 quarters.
  • Creative Planning's IF Bancorp position peaked at $50K in Q1 2017.
  • 17 funds tracked by Wall St. Rank held IF Bancorp as of Q3 2017.

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