Creative Planning
SGBK

Creative Planning’s Stonegate Bank SGBK Stock Holding History

Creative Planning’s Portfolio SGBK Stock Details SGBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-863
Closed -$28K – 4703
2015
Q4 		$28K Buy
863
+479
+125% +$15.6K ﹤0.01% 2606
2015
Q3 		$12K Buy
+384
New +$11.8K ﹤0.01% 3107

Other funds holding SGBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FG
FSI Group Cincinnati, Ohio $64K AUM 14.13% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's SGBK Position: Q1 2016 in Review

Creative Planning sold out of Stonegate Bank (SGBK) in Q1 2016, closing a stake of 863 shares — an estimated $28K sold.

Creative Planning first reported a position in SGBK in Q3 2015 and held it in 2 quarters. The position peaked at $28K in Q4 2015. 89 funds tracked by Wall St. Rank hold SGBK as of Q1 2016.

  • Creative Planning reported no remaining Stonegate Bank position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 863 Stonegate Bank shares in Q1 2016, an estimated $28K.
  • Creative Planning first reported a position in Stonegate Bank in Q3 2015 and held it in 2 quarters.
  • Creative Planning's Stonegate Bank position peaked at $28K in Q4 2015.
  • 89 funds tracked by Wall St. Rank held Stonegate Bank as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.