Creative Planning
PCSB

Creative Planning’s PCSB Financial Corporation PCSB Stock Holding History

Creative Planning’s Portfolio PCSB Stock Details PCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,100
Closed -$225K – 2142
2019
Q4 		$225K Hold
11,100
– – ﹤0.01% 1572
2019
Q3 		$222K Hold
11,100
– – ﹤0.01% 1545
2019
Q2 		$225K Buy
11,100
+1,100
+11% +$21.3K ﹤0.01% 1541
2019
Q1 		$196K Hold
10,000
– – ﹤0.01% 1596
2018
Q4 		$196K Buy
+10,000
New +$195K ﹤0.01% 1503

Other funds holding PCSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Creative Planning's PCSB Position: Q1 2020 in Review

Creative Planning sold out of PCSB Financial Corporation (PCSB) in Q1 2020, closing a stake of 11,100 shares — an estimated $225K sold.

Creative Planning first reported a position in PCSB in Q4 2018 and held it in 5 quarters. The position peaked at $225K in Q4 2019. 75 funds tracked by Wall St. Rank hold PCSB as of Q1 2020.

  • Creative Planning reported no remaining PCSB Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 11,100 PCSB Financial Corporation shares in Q1 2020, an estimated $225K.
  • Creative Planning first reported a position in PCSB Financial Corporation in Q4 2018 and held it in 5 quarters.
  • Creative Planning's PCSB Financial Corporation position peaked at $225K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held PCSB Financial Corporation as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.