Creative Planning
SNBC

Creative Planning’s Sun Bancorp Inc SNBC Stock Holding History

Creative Planning’s Portfolio SNBC Stock Details SNBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10,000
Closed -$170K – 3560
2013
Q2 		$170K Buy
+10,000
New +$158K ﹤0.01% 742

Other funds holding SNBC

IPC
Invesco Private Capital New York $365M AUM 8.08% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
SGA
Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's SNBC Position: Q3 2013 in Review

Creative Planning sold out of Sun Bancorp Inc (SNBC) in Q3 2013, closing a stake of 10,000 shares — an estimated $170K sold.

Creative Planning first reported a position in SNBC in Q2 2013 and held it in 1 quarter. The position peaked at $170K in Q2 2013. 62 funds tracked by Wall St. Rank hold SNBC as of Q3 2013.

  • Creative Planning reported no remaining Sun Bancorp Inc position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 10,000 Sun Bancorp Inc shares in Q3 2013, an estimated $170K.
  • Creative Planning first reported a position in Sun Bancorp Inc in Q2 2013 and held it in 1 quarter.
  • Creative Planning's Sun Bancorp Inc position peaked at $170K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held Sun Bancorp Inc as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.