Creative Planning’s MBT Financial Corporation MBTF Stock Holding History

Creative Planning’s Portfolio MBTF Stock Details MBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,000	Closed	-$11K	–	4967
2017 Q1	$11K	Buy	+1,000	New	+$11K	﹤0.01%	3561
2016 Q4	–	Sell	-1,200	Closed	-$11K	–	4975
2016 Q3	$11K	Hold	1,200	–	–	﹤0.01%	3477
2016 Q2	$10K	Hold	1,200	–	–	﹤0.01%	3276
2016 Q1	$10K	Hold	1,200	–	–	﹤0.01%	3259
2015 Q4	$8K	Hold	1,200	–	–	﹤0.01%	3464
2015 Q3	$7K	Buy	+1,200	New	+$7.26K	﹤0.01%	3466
2015 Q2	–	Sell	-1,200	Closed	-$7K	–	3526
2015 Q1	$7K	Hold	1,200	–	–	﹤0.01%	3420
2014 Q4	$6K	Hold	1,200	–	–	﹤0.01%	3445
2014 Q3	$6K	Hold	1,200	–	–	﹤0.01%	3232
2014 Q2	$7K	Hold	1,200	–	–	﹤0.01%	3075
2014 Q1	$6K	Hold	1,200	–	–	﹤0.01%	3030
2013 Q4	$5K	Hold	1,200	–	–	﹤0.01%	2864
2013 Q3	$5K	Hold	1,200	–	–	﹤0.01%	2757
2013 Q2	$4K	Buy	+1,200	New	+$4.67K	﹤0.01%	2647

Other funds holding MBTF

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

CCCPI

Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's MBTF Position: Q2 2017 in Review

Creative Planning sold out of MBT Financial Corporation (MBTF) in Q2 2017, closing a stake of 1,000 shares — an estimated $11K sold.

Creative Planning first reported a position in MBTF in Q2 2013 and held it in 14 quarters. The position peaked at $11K in Q1 2017. 67 funds tracked by Wall St. Rank hold MBTF as of Q2 2017.

Creative Planning reported no remaining MBT Financial Corporation position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 1,000 MBT Financial Corporation shares in Q2 2017, an estimated $11K.
Creative Planning first reported a position in MBT Financial Corporation in Q2 2013 and held it in 14 quarters.
Creative Planning's MBT Financial Corporation position peaked at $11K in Q1 2017.
67 funds tracked by Wall St. Rank held MBT Financial Corporation as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.