Creative Planning’s WashingtonFirst Bankshares Inc WFBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-93,372
Closed -$3.2M 2193
2017
Q4
$3.2M Buy
93,372
+1,034
+1% +$35.9K 0.01% 341
2017
Q3
$3.29M Buy
92,338
+2,000
+2% +$67.8K 0.02% 322
2017
Q2
$3.12M Buy
90,338
+3,275
+4% +$101K 0.02% 316
2017
Q1
$2.44M Hold
87,063
0.01% 364
2016
Q4
$2.52M Sell
87,063
-4,301
-5% -$108K 0.02% 338
2016
Q3
$2.14M Sell
91,364
-8,803
-9% -$200K 0.01% 359
2016
Q2
$2.06M Buy
100,167
+4,026
+4% +$83.7K 0.01% 327
2016
Q1
$2M Buy
+96,141
New +$1.96M 0.02% 318

Creative Planning's WFBI Position: Q1 2018 in Review

Creative Planning sold out of WashingtonFirst Bankshares Inc (WFBI) in Q1 2018, closing a stake of 93,372 shares — an estimated $3.2M sold.

Creative Planning first reported a position in WFBI in Q1 2016 and held it in 8 quarters. The position peaked at $3.29M in Q3 2017. 0 funds tracked by Wall St. Rank hold WFBI as of Q1 2018.

  • Creative Planning reported no remaining WashingtonFirst Bankshares Inc position as of Q1 2018 after selling out during the quarter.
  • Creative Planning sold 93,372 WashingtonFirst Bankshares Inc shares in Q1 2018, an estimated $3.2M.
  • Creative Planning first reported a position in WashingtonFirst Bankshares Inc in Q1 2016 and held it in 8 quarters.
  • Creative Planning's WashingtonFirst Bankshares Inc position peaked at $3.29M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held WashingtonFirst Bankshares Inc as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.