Creative Planning’s Melrose Bancorp, Inc. MELR Stock Holding History

Creative Planning’s Portfolio MELR Stock Details MELR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-30,000	Closed	-$541K	–	2167
2019 Q2	$541K	Hold	30,000	–	–	﹤0.01%	1036
2019 Q1	$566K	Hold	30,000	–	–	﹤0.01%	969
2018 Q4	$539K	Hold	30,000	–	–	﹤0.01%	930
2018 Q3	$593K	Hold	30,000	–	–	﹤0.01%	991
2018 Q2	$589K	Hold	30,000	–	–	﹤0.01%	983
2018 Q1	$615K	Hold	30,000	–	–	﹤0.01%	983
2017 Q4	$600K	Hold	30,000	–	–	﹤0.01%	971
2017 Q3	$597K	Hold	30,000	–	–	﹤0.01%	966
2017 Q2	$537K	Hold	30,000	–	–	﹤0.01%	978
2017 Q1	$506K	Buy	+30,000	New	+$512K	﹤0.01%	979

Other funds holding MELR

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

Creative Planning's MELR Position: Q3 2019 in Review

Creative Planning sold out of Melrose Bancorp, Inc. (MELR) in Q3 2019, closing a stake of 30,000 shares — an estimated $541K sold.

Creative Planning first reported a position in MELR in Q1 2017 and held it in 10 quarters. The position peaked at $615K in Q1 2018. 3 funds tracked by Wall St. Rank hold MELR as of Q3 2019.

Creative Planning reported no remaining Melrose Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
Creative Planning sold 30,000 Melrose Bancorp, Inc. shares in Q3 2019, an estimated $541K.
Creative Planning first reported a position in Melrose Bancorp, Inc. in Q1 2017 and held it in 10 quarters.
Creative Planning's Melrose Bancorp, Inc. position peaked at $615K in Q1 2018.
3 funds tracked by Wall St. Rank held Melrose Bancorp, Inc. as of Q3 2019.

Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.