Creative Planning
LSBK icon

Creative Planning’s Lake Shore Bancorp LSBK Stock Holding History

Creative Planning’s Portfolio LSBK Stock Details LSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-375
Closed -$6K – 2923
2017
Q2 		$6K Hold
375
– – ﹤0.01% 3912
2017
Q1 		$6K Hold
375
– – ﹤0.01% 3880
2016
Q4 		$6K Buy
+375
New +$5.53K ﹤0.01% 3859

Other funds holding LSBK

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's LSBK Position: Q3 2017 in Review

Creative Planning sold out of Lake Shore Bancorp (LSBK) in Q3 2017, closing a stake of 375 shares — an estimated $6K sold.

Creative Planning first reported a position in LSBK in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 12 funds tracked by Wall St. Rank hold LSBK as of Q3 2017.

  • Creative Planning reported no remaining Lake Shore Bancorp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 375 Lake Shore Bancorp shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in Lake Shore Bancorp in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Lake Shore Bancorp position peaked at $6K in Q2 2017.
  • 12 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q3 2017.

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