Creative Planning
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Creative Planning’s National Bankshares NKSH Stock Holding History

Creative Planning’s Portfolio NKSH Stock Details NKSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-964
Closed -$39K – 3071
2017
Q2 		$39K Hold
964
– – ﹤0.01% 2709
2017
Q1 		$36K Buy
+964
New +$39.1K ﹤0.01% 2706

Other funds holding NKSH

HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's NKSH Position: Q3 2017 in Review

Creative Planning sold out of National Bankshares (NKSH) in Q3 2017, closing a stake of 964 shares — an estimated $39K sold.

Creative Planning first reported a position in NKSH in Q1 2017 and held it in 2 quarters. The position peaked at $39K in Q2 2017. 51 funds tracked by Wall St. Rank hold NKSH as of Q3 2017.

  • Creative Planning reported no remaining National Bankshares position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 964 National Bankshares shares in Q3 2017, an estimated $39K.
  • Creative Planning first reported a position in National Bankshares in Q1 2017 and held it in 2 quarters.
  • Creative Planning's National Bankshares position peaked at $39K in Q2 2017.
  • 51 funds tracked by Wall St. Rank held National Bankshares as of Q3 2017.

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