Creative Planning’s PB Bancorp, Inc. Common Stock PBBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
– Sell
-50,600
Closed -$754K – 2189
2020
Q1
$754K Hold
50,600
– – ﹤0.01% 754
2019
Q4
$767K Hold
50,600
– – ﹤0.01% 909
2019
Q3
$583K Hold
50,600
– – ﹤0.01% 980
2019
Q2
$600K Hold
50,600
– – ﹤0.01% 976
2019
Q1
$579K Hold
50,600
– – ﹤0.01% 961
2018
Q4
$546K Hold
50,600
– – ﹤0.01% 921
2018
Q3
$595K Hold
50,600
– – ﹤0.01% 987
2018
Q2
$574K Hold
50,600
– – ﹤0.01% 1000
2018
Q1
$534K Hold
50,600
– – ﹤0.01% 1051
2017
Q4
$544K Hold
50,600
– – ﹤0.01% 1027
2017
Q3
$531K Hold
50,600
– – ﹤0.01% 1027
2017
Q2
$534K Hold
50,600
– – ﹤0.01% 980
2017
Q1
$516K Hold
50,600
– – ﹤0.01% 973
2016
Q4
$501K Buy
+50,600
New +$466K ﹤0.01% 922

Creative Planning's PBBI Position: Q2 2020 in Review

Creative Planning sold out of PB Bancorp, Inc. Common Stock (PBBI) in Q2 2020, closing a stake of 50,600 shares — an estimated $754K sold.

Creative Planning first reported a position in PBBI in Q4 2016 and held it in 14 quarters. The position peaked at $767K in Q4 2019. 0 funds tracked by Wall St. Rank hold PBBI as of Q2 2020.

  • Creative Planning reported no remaining PB Bancorp, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 50,600 PB Bancorp, Inc. Common Stock shares in Q2 2020, an estimated $754K.
  • Creative Planning first reported a position in PB Bancorp, Inc. Common Stock in Q4 2016 and held it in 14 quarters.
  • Creative Planning's PB Bancorp, Inc. Common Stock position peaked at $767K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held PB Bancorp, Inc. Common Stock as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.