Creative Planning
METR

Creative Planning’s METRO BANCORP, INC COMMON STOCK METR Stock Holding History

Creative Planning’s Portfolio METR Stock Details METR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100
Closed -$2K – 3600
2013
Q3 		$2K Hold
100
– – ﹤0.01% 3046
2013
Q2 		$2K Buy
+100
New +$1.84K ﹤0.01% 2893

Other funds holding METR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FA
FMA Advisory Harrisburg, Pennsylvania $268M AUM 30.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Vanguard Group
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's METR Position: Q4 2013 in Review

Creative Planning sold out of METRO BANCORP, INC COMMON STOCK (METR) in Q4 2013, closing a stake of 100 shares — an estimated $2K sold.

Creative Planning first reported a position in METR in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 80 funds tracked by Wall St. Rank hold METR as of Q4 2013.

  • Creative Planning reported no remaining METRO BANCORP, INC COMMON STOCK position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 100 METRO BANCORP, INC COMMON STOCK shares in Q4 2013, an estimated $2K.
  • Creative Planning first reported a position in METRO BANCORP, INC COMMON STOCK in Q2 2013 and held it in 2 quarters.
  • Creative Planning's METRO BANCORP, INC COMMON STOCK position peaked at $2K in Q3 2013.
  • 80 funds tracked by Wall St. Rank held METRO BANCORP, INC COMMON STOCK as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.