Creative Planning
SSFN

Creative Planning’s Stewardship Financial Corp SSFN Stock Holding History

Creative Planning’s Portfolio SSFN Stock Details SSFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-898
Closed -$8K – 4267
2017
Q2 		$8K Hold
898
– – ﹤0.01% 3788
2017
Q1 		$8K Hold
898
– – ﹤0.01% 3757
2016
Q4 		$9K Buy
+898
New +$7.58K ﹤0.01% 3650

Other funds holding SSFN

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Creative Planning's SSFN Position: Q3 2017 in Review

Creative Planning sold out of Stewardship Financial Corp (SSFN) in Q3 2017, closing a stake of 898 shares — an estimated $8K sold.

Creative Planning first reported a position in SSFN in Q4 2016 and held it in 3 quarters. The position peaked at $9K in Q4 2016. 17 funds tracked by Wall St. Rank hold SSFN as of Q3 2017.

  • Creative Planning reported no remaining Stewardship Financial Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 898 Stewardship Financial Corp shares in Q3 2017, an estimated $8K.
  • Creative Planning first reported a position in Stewardship Financial Corp in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Stewardship Financial Corp position peaked at $9K in Q4 2016.
  • 17 funds tracked by Wall St. Rank held Stewardship Financial Corp as of Q3 2017.

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