Creative Planning’s Pacific Mercantile Bancorp PMBC Stock Holding History

Creative Planning’s Portfolio PMBC Stock Details PMBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-200	Closed	-$2K	–	4089
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	4358
2017 Q1	$2K	Buy	+200	New	+$1.49K	﹤0.01%	4353
2015 Q1	–	Sell	-120	Closed	-$1K	–	4473
2014 Q4	$1K	Buy	+120	New	+$833	﹤0.01%	4036

Other funds holding PMBC

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's PMBC Position: Q3 2017 in Review

Creative Planning sold out of Pacific Mercantile Bancorp (PMBC) in Q3 2017, closing a stake of 200 shares — an estimated $2K sold.

Creative Planning first reported a position in PMBC in Q4 2014 and held it in 3 quarters. The position peaked at $2K in Q2 2017. 50 funds tracked by Wall St. Rank hold PMBC as of Q3 2017.

Creative Planning reported no remaining Pacific Mercantile Bancorp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 200 Pacific Mercantile Bancorp shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Pacific Mercantile Bancorp in Q4 2014 and held it in 3 quarters.
Creative Planning's Pacific Mercantile Bancorp position peaked at $2K in Q2 2017.
50 funds tracked by Wall St. Rank held Pacific Mercantile Bancorp as of Q3 2017.

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