Creative Planning’s Ocean Shore Holding Co. OSHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-87
Closed -$2K 5059
2016
Q3
$2K Hold
87
﹤0.01% 4322
2016
Q2
$1K Hold
87
﹤0.01% 4300
2016
Q1
$2K Buy
+87
New +$1.51K ﹤0.01% 4051

Creative Planning's OSHC Position: Q4 2016 in Review

Creative Planning sold out of Ocean Shore Holding Co. (OSHC) in Q4 2016, closing a stake of 87 shares — an estimated $2K sold.

Creative Planning first reported a position in OSHC in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 0 funds tracked by Wall St. Rank hold OSHC as of Q4 2016.

  • Creative Planning reported no remaining Ocean Shore Holding Co. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 87 Ocean Shore Holding Co. shares in Q4 2016, an estimated $2K.
  • Creative Planning first reported a position in Ocean Shore Holding Co. in Q1 2016 and held it in 3 quarters.
  • Creative Planning's Ocean Shore Holding Co. position peaked at $2K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Ocean Shore Holding Co. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.