Creative Planning
WCFB

Creative Planning’s WCF Bancorp, Inc. Common Stock WCFB Stock Holding History

Creative Planning’s Portfolio WCFB Stock Details WCFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-575
Closed -$6K – 4295
2017
Q2 		$6K Hold
575
– – ﹤0.01% 3949
2017
Q1 		$6K Hold
575
– – ﹤0.01% 3911
2016
Q4 		$6K Buy
+575
New +$5.19K ﹤0.01% 3898

Other funds holding WCFB

FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's WCFB Position: Q3 2017 in Review

Creative Planning sold out of WCF Bancorp, Inc. Common Stock (WCFB) in Q3 2017, closing a stake of 575 shares — an estimated $6K sold.

Creative Planning first reported a position in WCFB in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 8 funds tracked by Wall St. Rank hold WCFB as of Q3 2017.

  • Creative Planning reported no remaining WCF Bancorp, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 575 WCF Bancorp, Inc. Common Stock shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in WCF Bancorp, Inc. Common Stock in Q4 2016 and held it in 3 quarters.
  • Creative Planning's WCF Bancorp, Inc. Common Stock position peaked at $6K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held WCF Bancorp, Inc. Common Stock as of Q3 2017.

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