Creative Planning’s Plumas Bancorp PLBC Stock Holding History

Creative Planning’s Portfolio PLBC Stock Details PLBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-21	Closed	–	–	3214
2017 Q2	$0	Hold	21	–	–	﹤0.01%	4773
2017 Q1	$0	Buy	+21	New	+$371	﹤0.01%	4846

Other funds holding PLBC

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

ZIM

ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's PLBC Position: Q3 2017 in Review

Creative Planning sold out of Plumas Bancorp (PLBC) in Q3 2017, closing a stake of 21 shares.

Creative Planning first reported a position in PLBC in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2017. 25 funds tracked by Wall St. Rank hold PLBC as of Q3 2017.

Creative Planning reported no remaining Plumas Bancorp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 21 Plumas Bancorp shares in Q3 2017.
Creative Planning first reported a position in Plumas Bancorp in Q1 2017 and held it in 2 quarters.
Creative Planning's Plumas Bancorp position peaked at $0 in Q2 2017.
25 funds tracked by Wall St. Rank held Plumas Bancorp as of Q3 2017.

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