Creative Planning
NVSL

Creative Planning’s NAUGATUCK VALLEY FINANCIAL CORP NVSL Stock Holding History

Creative Planning’s Portfolio NVSL Stock Details NVSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,805
Closed -$85K – 4795
2015
Q4 		$85K Buy
7,805
+139
+2% +$1.51K ﹤0.01% 1742
2015
Q3 		$83K Buy
+7,666
New +$82.3K ﹤0.01% 1705

Creative Planning's NVSL Position: Q1 2016 in Review

Creative Planning sold out of NAUGATUCK VALLEY FINANCIAL CORP (NVSL) in Q1 2016, closing a stake of 7,805 shares — an estimated $85K sold.

Creative Planning first reported a position in NVSL in Q3 2015 and held it in 2 quarters. The position peaked at $85K in Q4 2015. 0 funds tracked by Wall St. Rank hold NVSL as of Q1 2016.

  • Creative Planning reported no remaining NAUGATUCK VALLEY FINANCIAL CORP position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 7,805 NAUGATUCK VALLEY FINANCIAL CORP shares in Q1 2016, an estimated $85K.
  • Creative Planning first reported a position in NAUGATUCK VALLEY FINANCIAL CORP in Q3 2015 and held it in 2 quarters.
  • Creative Planning's NAUGATUCK VALLEY FINANCIAL CORP position peaked at $85K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held NAUGATUCK VALLEY FINANCIAL CORP as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.