Creative Planning
WBB

Creative Planning’s Westbury Bancorp, Inc. WBB Stock Holding History

Creative Planning’s Portfolio WBB Stock Details WBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,122
Closed -$169K – 4515
2017
Q2 		$169K Hold
8,122
– – ﹤0.01% 1624
2017
Q1 		$169K Hold
8,122
– – ﹤0.01% 1595
2016
Q4 		$168K Buy
+8,122
New +$165K ﹤0.01% 1507

Other funds holding WBB

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's WBB Position: Q3 2017 in Review

Creative Planning sold out of Westbury Bancorp, Inc. (WBB) in Q3 2017, closing a stake of 8,122 shares — an estimated $169K sold.

Creative Planning first reported a position in WBB in Q4 2016 and held it in 3 quarters. The position peaked at $169K in Q2 2017. 23 funds tracked by Wall St. Rank hold WBB as of Q3 2017.

  • Creative Planning reported no remaining Westbury Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 8,122 Westbury Bancorp, Inc. shares in Q3 2017, an estimated $169K.
  • Creative Planning first reported a position in Westbury Bancorp, Inc. in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Westbury Bancorp, Inc. position peaked at $169K in Q2 2017.
  • 23 funds tracked by Wall St. Rank held Westbury Bancorp, Inc. as of Q3 2017.

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