Creative Planning’s Royal Bancshares Of Pennsylvania Inc RBPAA Stock Holding History

Creative Planning’s Portfolio RBPAA Stock Details RBPAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-109	Closed	–	–	4494
2017 Q2	$0	Hold	109	–	–	﹤0.01%	5022
2017 Q1	$0	Hold	109	–	–	﹤0.01%	5078
2016 Q4	$0	Hold	109	–	–	﹤0.01%	5019
2016 Q3	$0	Sell	109 -5,000	-98%	-$12K	﹤0.01%	4852
2016 Q2	$12K	Sell	5,109 -5,000	-49%	-$13.3K	﹤0.01%	3156
2016 Q1	$22K	Buy	10,109 +10,000	+9,174%	+$20.1K	﹤0.01%	2706
2015 Q4	$0	Hold	109	–	–	﹤0.01%	4724
2015 Q3	$0	Buy	+109	New	+$224	﹤0.01%	4405
2015 Q2	–	Sell	-109	Closed	–	–	3693
2015 Q1	$0	Hold	109	–	–	﹤0.01%	4525
2014 Q4	$0	Hold	109	–	–	﹤0.01%	4461
2014 Q3	$0	Hold	109	–	–	﹤0.01%	4258
2014 Q2	$0	Hold	109	–	–	﹤0.01%	4062
2014 Q1	$0	Hold	109	–	–	﹤0.01%	3854
2013 Q4	$0	Hold	109	–	–	﹤0.01%	3569
2013 Q3	$0	Hold	109	–	–	﹤0.01%	3444
2013 Q2	$0	Buy	+109	New	+$155	﹤0.01%	3158

Other funds holding RBPAA

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BCM

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

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

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

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

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Creative Planning's RBPAA Position: Q3 2017 in Review

Creative Planning sold out of Royal Bancshares Of Pennsylvania Inc (RBPAA) in Q3 2017, closing a stake of 109 shares.

Creative Planning first reported a position in RBPAA in Q2 2013 and held it in 16 quarters. The position peaked at $22K in Q1 2016. 35 funds tracked by Wall St. Rank hold RBPAA as of Q3 2017.

Creative Planning reported no remaining Royal Bancshares Of Pennsylvania Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 109 Royal Bancshares Of Pennsylvania Inc shares in Q3 2017.
Creative Planning first reported a position in Royal Bancshares Of Pennsylvania Inc in Q2 2013 and held it in 16 quarters.
Creative Planning's Royal Bancshares Of Pennsylvania Inc position peaked at $22K in Q1 2016.
35 funds tracked by Wall St. Rank held Royal Bancshares Of Pennsylvania Inc as of Q3 2017.

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