Creative Planning
WAYN

Creative Planning’s Wayne Savings Bancshares Inc WAYN Stock Holding History

Creative Planning’s Portfolio WAYN Stock Details WAYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$7K – 4503
2017
Q2 		$7K Hold
400
– – ﹤0.01% 3873
2017
Q1 		$7K Hold
400
– – ﹤0.01% 3836
2016
Q4 		$7K Buy
+400
New +$5.98K ﹤0.01% 3811

Other funds holding WAYN

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's WAYN Position: Q3 2017 in Review

Creative Planning sold out of Wayne Savings Bancshares Inc (WAYN) in Q3 2017, closing a stake of 400 shares — an estimated $7K sold.

Creative Planning first reported a position in WAYN in Q4 2016 and held it in 3 quarters. The position peaked at $7K in Q2 2017. 14 funds tracked by Wall St. Rank hold WAYN as of Q3 2017.

  • Creative Planning reported no remaining Wayne Savings Bancshares Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 400 Wayne Savings Bancshares Inc shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in Wayne Savings Bancshares Inc in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Wayne Savings Bancshares Inc position peaked at $7K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held Wayne Savings Bancshares Inc as of Q3 2017.

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