Creative Planning’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Creative Planning’s Portfolio OKSB Stock Details OKSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-5	Closed	–	–	4222
2015 Q1	$0	Hold	5	–	–	﹤0.01%	4693
2014 Q4	$0	Hold	5	–	–	﹤0.01%	4630
2014 Q3	$0	Hold	5	–	–	﹤0.01%	4386
2014 Q2	$0	Hold	5	–	–	﹤0.01%	4196
2014 Q1	$0	Hold	5	–	–	﹤0.01%	3959
2013 Q4	$0	Hold	5	–	–	﹤0.01%	3709
2013 Q3	$0	Hold	5	–	–	﹤0.01%	3561
2013 Q2	$0	Buy	+5	New	+$66	﹤0.01%	3208

Other funds holding OKSB

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

RFC

Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Creative Planning's OKSB Position: Q2 2015 in Review

Creative Planning sold out of Southwest Bancorp Inc/OK (OKSB) in Q2 2015, closing a stake of 5 shares.

Creative Planning first reported a position in OKSB in Q2 2013 and held it in 8 quarters. The position peaked at $0 in Q1 2015. 92 funds tracked by Wall St. Rank hold OKSB as of Q2 2015.

Creative Planning reported no remaining Southwest Bancorp Inc/OK position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 5 Southwest Bancorp Inc/OK shares in Q2 2015.
Creative Planning first reported a position in Southwest Bancorp Inc/OK in Q2 2013 and held it in 8 quarters.
Creative Planning's Southwest Bancorp Inc/OK position peaked at $0 in Q1 2015.
92 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.