Creative Planning’s PrivateBancorp Inc PVTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-145
| Closed | -$9K | – | 5046 |
|
|
2017
Q1 | $9K | Hold |
145
| – | – | ﹤0.01% | 3692 |
|
|
2016
Q4 | $8K | Hold |
145
| – | – | ﹤0.01% | 3728 |
|
|
2016
Q3 | $7K | Hold |
145
| – | – | ﹤0.01% | 3765 |
|
|
2016
Q2 | $6K | Hold |
145
| – | – | ﹤0.01% | 3588 |
|
|
2016
Q1 | $6K | Hold |
145
| – | – | ﹤0.01% | 3537 |
|
|
2015
Q4 | $6K | Hold |
145
| – | – | ﹤0.01% | 3628 |
|
|
2015
Q3 | $6K | Buy |
+145
| New | +$5.72K | ﹤0.01% | 3557 |
|
|
2015
Q2 | – | Sell |
-652
| Closed | -$23K | – | 3743 |
|
|
2015
Q1 | $23K | Buy |
652
+450
| +223% | +$15.2K | ﹤0.01% | 2628 |
|
|
2014
Q4 | $7K | Sell |
202
-1,855
| -90% | -$58K | ﹤0.01% | 3357 |
|
|
2014
Q3 | $62K | Buy |
2,057
+57
| +3% | +$1.68K | ﹤0.01% | 1781 |
|
|
2014
Q2 | $58K | Hold |
2,000
| – | – | ﹤0.01% | 1790 |
|
|
2014
Q1 | $61K | Sell |
2,000
-3,127
| -61% | -$90.7K | ﹤0.01% | 1684 |
|
|
2013
Q4 | $148K | Buy |
5,127
+3,000
| +141% | +$77.3K | ﹤0.01% | 996 |
|
|
2013
Q3 | $46K | Buy |
2,127
+2,000
| +1,575% | +$45.8K | ﹤0.01% | 1569 |
|
|
2013
Q2 | $3K | Buy |
+127
| New | +$2.45K | ﹤0.01% | 2763 |
|
Other funds holding PVTB
Creative Planning's PVTB Position: Q2 2017 in Review
Creative Planning sold out of PrivateBancorp Inc (PVTB) in Q2 2017, closing a stake of 145 shares — an estimated $9K sold.
Creative Planning first reported a position in PVTB in Q2 2013 and held it in 15 quarters. The position peaked at $148K in Q4 2013. 2 funds tracked by Wall St. Rank hold PVTB as of Q2 2017.
- Creative Planning reported no remaining PrivateBancorp Inc position as of Q2 2017 after selling out during the quarter.
- Creative Planning sold 145 PrivateBancorp Inc shares in Q2 2017, an estimated $9K.
- Creative Planning first reported a position in PrivateBancorp Inc in Q2 2013 and held it in 15 quarters.
- Creative Planning's PrivateBancorp Inc position peaked at $148K in Q4 2013.
- 2 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2017.
Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.