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.