Creative Planning’s S&T Bancorp STBA Stock Holding History

Creative Planning’s Portfolio STBA Stock Details STBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-6	Closed	–	–	3489
2017 Q2	$0	Hold	6	–	–	﹤0.01%	4819
2017 Q1	$0	Hold	6	–	–	﹤0.01%	4896
2016 Q4	$0	Sell	6 -2,314	-100%	-$77.3K	﹤0.01%	4822
2016 Q3	$67K	Buy	+2,320	New	+$62.5K	﹤0.01%	2140
2015 Q4	–	Sell	-150	Closed	-$5K	–	4567
2015 Q3	$5K	Buy	+150	New	+$4.6K	﹤0.01%	3634
2015 Q1	–	Sell	-5,000	Closed	-$149K	–	4393
2014 Q4	$149K	Hold	5,000	–	–	﹤0.01%	1310
2014 Q3	$117K	Hold	5,000	–	–	﹤0.01%	1370
2014 Q2	$124K	Hold	5,000	–	–	﹤0.01%	1296
2014 Q1	$119K	Buy	+5,000	New	+$118K	﹤0.01%	1292

Other funds holding STBA

BlackRock New York $5.72T AUM 30.48% 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

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Creative Planning's STBA Position: Q3 2017 in Review

Creative Planning sold out of S&T Bancorp (STBA) in Q3 2017, closing a stake of 6 shares.

Creative Planning first reported a position in STBA in Q1 2014 and held it in 9 quarters. The position peaked at $149K in Q4 2014. 140 funds tracked by Wall St. Rank hold STBA as of Q3 2017.

Creative Planning reported no remaining S&T Bancorp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 6 S&T Bancorp shares in Q3 2017.
Creative Planning first reported a position in S&T Bancorp in Q1 2014 and held it in 9 quarters.
Creative Planning's S&T Bancorp position peaked at $149K in Q4 2014.
140 funds tracked by Wall St. Rank held S&T Bancorp as of Q3 2017.

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