Creative Planning
NPBC

Creative Planning’s NATL PENN BANCSHARES INC NPBC Stock Holding History

Creative Planning’s Portfolio NPBC Stock Details NPBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-69,562
Closed -$740K – 4739
2016
Q1 		$740K Hold
69,562
– – 0.01% 594
2015
Q4 		$858K Hold
69,562
– – 0.01% 555
2015
Q3 		$817K Hold
69,562
– – 0.01% 541
2015
Q2 		$785K Buy
69,562
+69,560
+3,478,000% +$754K 0.01% 544
2015
Q1 		$0 Hold
2
– – ﹤0.01% 4574
2014
Q4 		$0 Hold
2
– – ﹤0.01% 4506
2014
Q3 		$0 Hold
2
– – ﹤0.01% 4292
2014
Q2 		$0 Hold
2
– – ﹤0.01% 4095
2014
Q1 		$0 Hold
2
– – ﹤0.01% 3878
2013
Q4 		$0 Buy
+2
New +$21 ﹤0.01% 3597

Creative Planning's NPBC Position: Q2 2016 in Review

Creative Planning sold out of NATL PENN BANCSHARES INC (NPBC) in Q2 2016, closing a stake of 69,562 shares — an estimated $740K sold.

Creative Planning first reported a position in NPBC in Q4 2013 and held it in 10 quarters. The position peaked at $858K in Q4 2015. 0 funds tracked by Wall St. Rank hold NPBC as of Q2 2016.

  • Creative Planning reported no remaining NATL PENN BANCSHARES INC position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 69,562 NATL PENN BANCSHARES INC shares in Q2 2016, an estimated $740K.
  • Creative Planning first reported a position in NATL PENN BANCSHARES INC in Q4 2013 and held it in 10 quarters.
  • Creative Planning's NATL PENN BANCSHARES INC position peaked at $858K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held NATL PENN BANCSHARES INC as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.