Creative Planning
UBOH

Creative Planning’s United Bancshares Inc/OH UBOH Stock Holding History

Creative Planning’s Portfolio UBOH Stock Details UBOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$5K – 4635
2017
Q2 		$5K Hold
200
– – ﹤0.01% 4051
2017
Q1 		$4K Hold
200
– – ﹤0.01% 4117
2016
Q4 		$4K Hold
200
– – ﹤0.01% 4115
2016
Q3 		$4K Hold
200
– – ﹤0.01% 4047
2016
Q2 		$4K Buy
+200
New +$3.69K ﹤0.01% 3834

Other funds holding UBOH

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's UBOH Position: Q3 2017 in Review

Creative Planning sold out of United Bancshares Inc/OH (UBOH) in Q3 2017, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in UBOH in Q2 2016 and held it in 5 quarters. The position peaked at $5K in Q2 2017. 17 funds tracked by Wall St. Rank hold UBOH as of Q3 2017.

  • Creative Planning reported no remaining United Bancshares Inc/OH position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 United Bancshares Inc/OH shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in United Bancshares Inc/OH in Q2 2016 and held it in 5 quarters.
  • Creative Planning's United Bancshares Inc/OH position peaked at $5K in Q2 2017.
  • 17 funds tracked by Wall St. Rank held United Bancshares Inc/OH as of Q3 2017.

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