Creative Planning’s Sound Financial Bancorp SFBC Stock Holding History

Creative Planning’s Portfolio SFBC Stock Details SFBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-87	Closed	-$3K	–	3392
2017 Q2	$3K	Hold	87	–	–	﹤0.01%	4199
2017 Q1	$3K	Hold	87	–	–	﹤0.01%	4182
2016 Q4	$2K	Hold	87	–	–	﹤0.01%	4298
2016 Q3	$2K	Hold	87	–	–	﹤0.01%	4248
2016 Q2	$2K	Hold	87	–	–	﹤0.01%	4048
2016 Q1	$2K	Hold	87	–	–	﹤0.01%	3985
2015 Q4	$2K	Hold	87	–	–	﹤0.01%	4065
2015 Q3	$2K	Buy	+87	New	+$1.75K	﹤0.01%	3977
2015 Q2	–	Sell	-87	Closed	-$2K	–	2675
2015 Q1	$2K	Hold	87	–	–	﹤0.01%	3903
2014 Q4	$2K	Hold	87	–	–	﹤0.01%	3843
2014 Q3	$2K	Hold	87	–	–	﹤0.01%	3693
2014 Q2	$2K	Hold	87	–	–	﹤0.01%	3533
2014 Q1	$2K	Hold	87	–	–	﹤0.01%	3387
2013 Q4	$1K	Hold	87	–	–	﹤0.01%	3228
2013 Q3	$1K	Hold	87	–	–	﹤0.01%	3118
2013 Q2	$1K	Buy	+87	New	+$1.13K	﹤0.01%	2968

Other funds holding SFBC

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FCM

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

BCM

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

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Creative Planning's SFBC Position: Q3 2017 in Review

Creative Planning sold out of Sound Financial Bancorp (SFBC) in Q3 2017, closing a stake of 87 shares — an estimated $3K sold.

Creative Planning first reported a position in SFBC in Q2 2013 and held it in 16 quarters. The position peaked at $3K in Q2 2017. 20 funds tracked by Wall St. Rank hold SFBC as of Q3 2017.

Creative Planning reported no remaining Sound Financial Bancorp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 87 Sound Financial Bancorp shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in Sound Financial Bancorp in Q2 2013 and held it in 16 quarters.
Creative Planning's Sound Financial Bancorp position peaked at $3K in Q2 2017.
20 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2017.

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