Creative Planning
OLBK

Creative Planning’s Old Line Bancshares, Inc. OLBK Stock Holding History

Creative Planning’s Portfolio OLBK Stock Details OLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,085
Closed -$59K – 4259
2017
Q2 		$59K Hold
2,085
– – ﹤0.01% 2398
2017
Q1 		$59K Buy
+2,085
New +$57.8K ﹤0.01% 2357

Other funds holding OLBK

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's OLBK Position: Q3 2017 in Review

Creative Planning sold out of Old Line Bancshares, Inc. (OLBK) in Q3 2017, closing a stake of 2,085 shares — an estimated $59K sold.

Creative Planning first reported a position in OLBK in Q1 2017 and held it in 2 quarters. The position peaked at $59K in Q2 2017. 82 funds tracked by Wall St. Rank hold OLBK as of Q3 2017.

  • Creative Planning reported no remaining Old Line Bancshares, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,085 Old Line Bancshares, Inc. shares in Q3 2017, an estimated $59K.
  • Creative Planning first reported a position in Old Line Bancshares, Inc. in Q1 2017 and held it in 2 quarters.
  • Creative Planning's Old Line Bancshares, Inc. position peaked at $59K in Q2 2017.
  • 82 funds tracked by Wall St. Rank held Old Line Bancshares, Inc. as of Q3 2017.

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