Creative Planning
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Creative Planning’s United Bancorp UBCP Stock Holding History

Creative Planning’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,583
Closed -$105K – 3594
2017
Q2 		$105K Hold
8,583
– – ﹤0.01% 1961
2017
Q1 		$106K Hold
8,583
– – ﹤0.01% 1917
2016
Q4 		$116K Hold
8,583
– – ﹤0.01% 1764
2016
Q3 		$93K Hold
8,583
– – ﹤0.01% 1896
2016
Q2 		$84K Buy
8,583
+1,864
+28% +$17.9K ﹤0.01% 1786
2016
Q1 		$61K Hold
6,719
– – ﹤0.01% 1958
2015
Q4 		$64K Hold
6,719
– – ﹤0.01% 1918
2015
Q3 		$61K Buy
+6,719
New +$57.1K ﹤0.01% 1902

Other funds holding UBCP

WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's UBCP Position: Q3 2017 in Review

Creative Planning sold out of United Bancorp (UBCP) in Q3 2017, closing a stake of 8,583 shares — an estimated $105K sold.

Creative Planning first reported a position in UBCP in Q3 2015 and held it in 8 quarters. The position peaked at $116K in Q4 2016. 13 funds tracked by Wall St. Rank hold UBCP as of Q3 2017.

  • Creative Planning reported no remaining United Bancorp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 8,583 United Bancorp shares in Q3 2017, an estimated $105K.
  • Creative Planning first reported a position in United Bancorp in Q3 2015 and held it in 8 quarters.
  • Creative Planning's United Bancorp position peaked at $116K in Q4 2016.
  • 13 funds tracked by Wall St. Rank held United Bancorp as of Q3 2017.

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