Creative Planning
NCOM

Creative Planning’s National Commerce Corporation NCOM Stock Holding History

Creative Planning’s Portfolio NCOM Stock Details NCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,272
Closed -$288K – 4318
2017
Q2 		$288K Buy
+7,272
New +$277K ﹤0.01% 1312

Other funds holding NCOM

RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Creative Planning's NCOM Position: Q3 2017 in Review

Creative Planning sold out of National Commerce Corporation (NCOM) in Q3 2017, closing a stake of 7,272 shares — an estimated $288K sold.

Creative Planning first reported a position in NCOM in Q2 2017 and held it in 1 quarter. The position peaked at $288K in Q2 2017. 82 funds tracked by Wall St. Rank hold NCOM as of Q3 2017.

  • Creative Planning reported no remaining National Commerce Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 7,272 National Commerce Corporation shares in Q3 2017, an estimated $288K.
  • Creative Planning first reported a position in National Commerce Corporation in Q2 2017 and held it in 1 quarter.
  • Creative Planning's National Commerce Corporation position peaked at $288K in Q2 2017.
  • 82 funds tracked by Wall St. Rank held National Commerce Corporation as of Q3 2017.

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