Creative Planning
PBSK

Creative Planning’s Poage Bankshares, Inc. PBSK Stock Holding History

Creative Planning’s Portfolio PBSK Stock Details PBSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$6K – 4365
2017
Q2 		$6K Hold
300
– – ﹤0.01% 3951
2017
Q1 		$6K Hold
300
– – ﹤0.01% 3915
2016
Q4 		$6K Buy
+300
New +$5.72K ﹤0.01% 3902

Other funds holding PBSK

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Creative Planning's PBSK Position: Q3 2017 in Review

Creative Planning sold out of Poage Bankshares, Inc. (PBSK) in Q3 2017, closing a stake of 300 shares — an estimated $6K sold.

Creative Planning first reported a position in PBSK in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 14 funds tracked by Wall St. Rank hold PBSK as of Q3 2017.

  • Creative Planning reported no remaining Poage Bankshares, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 300 Poage Bankshares, Inc. shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in Poage Bankshares, Inc. in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Poage Bankshares, Inc. position peaked at $6K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held Poage Bankshares, Inc. as of Q3 2017.

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