Creative Planning’s Malvern Bancorp, Inc. MLVF Stock Holding History

Creative Planning’s Portfolio MLVF Stock Details MLVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,000	Closed	-$231K	–	2134
2019 Q4	$231K	Hold	10,000	–	–	﹤0.01%	1562
2019 Q3	$218K	Hold	10,000	–	–	﹤0.01%	1555
2019 Q2	$220K	Hold	10,000	–	–	﹤0.01%	1555
2019 Q1	$201K	Hold	10,000	–	–	﹤0.01%	1583
2018 Q4	$197K	Sell	10,000 -200	-2%	-$4.02K	﹤0.01%	1500
2018 Q3	$244K	Hold	10,200	–	–	﹤0.01%	1546
2018 Q2	$248K	Sell	10,200 -800	-7%	-$20.4K	﹤0.01%	1489
2018 Q1	$286K	Buy	11,000 +1,000	+10%	+$24.6K	﹤0.01%	1369
2017 Q4	$262K	Hold	10,000	–	–	﹤0.01%	1427
2017 Q3	$268K	Hold	10,000	–	–	﹤0.01%	1398
2017 Q2	$240K	Hold	10,000	–	–	﹤0.01%	1415
2017 Q1	$211K	Hold	10,000	–	–	﹤0.01%	1456
2016 Q4	$212K	Hold	10,000	–	–	﹤0.01%	1389
2016 Q3	$164K	Hold	10,000	–	–	﹤0.01%	1518
2016 Q2	$156K	Hold	10,000	–	–	﹤0.01%	1399
2016 Q1	$160K	Buy	+10,000	New	+$166K	﹤0.01%	1334

Other funds holding MLVF

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Creative Planning's MLVF Position: Q1 2020 in Review

Creative Planning sold out of Malvern Bancorp, Inc. (MLVF) in Q1 2020, closing a stake of 10,000 shares — an estimated $231K sold.

Creative Planning first reported a position in MLVF in Q1 2016 and held it in 16 quarters. The position peaked at $286K in Q1 2018. 41 funds tracked by Wall St. Rank hold MLVF as of Q1 2020.

Creative Planning reported no remaining Malvern Bancorp, Inc. position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 10,000 Malvern Bancorp, Inc. shares in Q1 2020, an estimated $231K.
Creative Planning first reported a position in Malvern Bancorp, Inc. in Q1 2016 and held it in 16 quarters.
Creative Planning's Malvern Bancorp, Inc. position peaked at $286K in Q1 2018.
41 funds tracked by Wall St. Rank held Malvern Bancorp, Inc. as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.