Creative Planning
VBFC

Creative Planning’s Village Bank and Trust Financial Corp. VBFC Stock Holding History

Creative Planning’s Portfolio VBFC Stock Details VBFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-600
Closed -$16K – 4949
2016
Q4 		$16K Buy
+600
New +$15K ﹤0.01% 3235

Other funds holding VBFC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning's VBFC Position: Q1 2017 in Review

Creative Planning sold out of Village Bank and Trust Financial Corp. (VBFC) in Q1 2017, closing a stake of 600 shares — an estimated $16K sold.

Creative Planning first reported a position in VBFC in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 11 funds tracked by Wall St. Rank hold VBFC as of Q1 2017.

  • Creative Planning reported no remaining Village Bank and Trust Financial Corp. position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 600 Village Bank and Trust Financial Corp. shares in Q1 2017, an estimated $16K.
  • Creative Planning first reported a position in Village Bank and Trust Financial Corp. in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Village Bank and Trust Financial Corp. position peaked at $16K in Q4 2016.
  • 11 funds tracked by Wall St. Rank held Village Bank and Trust Financial Corp. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.