Creative Planning
PFBI

Creative Planning’s Premier Financial Bancorp PFBI Stock Holding History

Creative Planning’s Portfolio PFBI Stock Details PFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,783
Closed -$46K – 4095
2017
Q2 		$46K Hold
2,783
– – ﹤0.01% 2584
2017
Q1 		$47K Buy
+2,783
New +$42.5K ﹤0.01% 2528

Other funds holding PFBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's PFBI Position: Q3 2017 in Review

Creative Planning sold out of Premier Financial Bancorp (PFBI) in Q3 2017, closing a stake of 2,783 shares — an estimated $46K sold.

Creative Planning first reported a position in PFBI in Q1 2017 and held it in 2 quarters. The position peaked at $47K in Q1 2017. 52 funds tracked by Wall St. Rank hold PFBI as of Q3 2017.

  • Creative Planning reported no remaining Premier Financial Bancorp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,783 Premier Financial Bancorp shares in Q3 2017, an estimated $46K.
  • Creative Planning first reported a position in Premier Financial Bancorp in Q1 2017 and held it in 2 quarters.
  • Creative Planning's Premier Financial Bancorp position peaked at $47K in Q1 2017.
  • 52 funds tracked by Wall St. Rank held Premier Financial Bancorp as of Q3 2017.

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