Creative Planning
PWOD

Creative Planning’s Penns Woods Bancorp PWOD Stock Holding History

Creative Planning’s Portfolio PWOD Stock Details PWOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-32
Closed -$1K – 4478
2016
Q1 		$1K Buy
+32
New +$833 ﹤0.01% 4158

Other funds holding PWOD

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's PWOD Position: Q2 2016 in Review

Creative Planning sold out of Penns Woods Bancorp (PWOD) in Q2 2016, closing a stake of 32 shares — an estimated $1K sold.

Creative Planning first reported a position in PWOD in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 46 funds tracked by Wall St. Rank hold PWOD as of Q2 2016.

  • Creative Planning reported no remaining Penns Woods Bancorp position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 32 Penns Woods Bancorp shares in Q2 2016, an estimated $1K.
  • Creative Planning first reported a position in Penns Woods Bancorp in Q1 2016 and held it in 1 quarter.
  • Creative Planning's Penns Woods Bancorp position peaked at $1K in Q1 2016.
  • 46 funds tracked by Wall St. Rank held Penns Woods Bancorp as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.