Creative Planning
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Creative Planning’s Western New England Bancorp WNEB Stock Holding History

Creative Planning’s Portfolio WNEB Stock Details WNEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,505
Closed -$46K – 3720
2017
Q2 		$46K Hold
4,505
– – ﹤0.01% 2581
2017
Q1 		$47K Hold
4,505
– – ﹤0.01% 2526
2016
Q4 		$42K Buy
+4,505
New +$37.2K ﹤0.01% 2535
2015
Q4 		– Sell
-1,261
Closed -$10K – 4598
2015
Q3 		$10K Buy
+1,261
New +$9.41K ﹤0.01% 3219

Other funds holding WNEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Creative Planning's WNEB Position: Q3 2017 in Review

Creative Planning sold out of Western New England Bancorp (WNEB) in Q3 2017, closing a stake of 4,505 shares — an estimated $46K sold.

Creative Planning first reported a position in WNEB in Q3 2015 and held it in 4 quarters. The position peaked at $47K in Q1 2017. 70 funds tracked by Wall St. Rank hold WNEB as of Q3 2017.

  • Creative Planning reported no remaining Western New England Bancorp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,505 Western New England Bancorp shares in Q3 2017, an estimated $46K.
  • Creative Planning first reported a position in Western New England Bancorp in Q3 2015 and held it in 4 quarters.
  • Creative Planning's Western New England Bancorp position peaked at $47K in Q1 2017.
  • 70 funds tracked by Wall St. Rank held Western New England Bancorp as of Q3 2017.

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