Creative Planning
WBKC

Creative Planning’s Wolverine Bancorp, Inc. WBKC Stock Holding History

Creative Planning’s Portfolio WBKC Stock Details WBKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$8K – 4512
2017
Q2 		$8K Hold
200
– – ﹤0.01% 3793
2017
Q1 		$7K Hold
200
– – ﹤0.01% 3837
2016
Q4 		$6K Buy
+200
New +$5.64K ﹤0.01% 3909

Other funds holding WBKC

FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
KAM
Kassirer Asset Management Toronto, Ontario, Canada $4.07M AUM 49.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

Creative Planning's WBKC Position: Q3 2017 in Review

Creative Planning sold out of Wolverine Bancorp, Inc. (WBKC) in Q3 2017, closing a stake of 200 shares — an estimated $8K sold.

Creative Planning first reported a position in WBKC in Q4 2016 and held it in 3 quarters. The position peaked at $8K in Q2 2017. 20 funds tracked by Wall St. Rank hold WBKC as of Q3 2017.

  • Creative Planning reported no remaining Wolverine Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 Wolverine Bancorp, Inc. shares in Q3 2017, an estimated $8K.
  • Creative Planning first reported a position in Wolverine Bancorp, Inc. in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Wolverine Bancorp, Inc. position peaked at $8K in Q2 2017.
  • 20 funds tracked by Wall St. Rank held Wolverine Bancorp, Inc. as of Q3 2017.

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