Creative Planning’s Waterstone Financial WSBF Stock Holding History

Creative Planning’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,476	Closed	-$84K	–	3726
2017 Q2	$84K	Sell	4,476 -109	-2%	-$2.05K	﹤0.01%	2120
2017 Q1	$84K	Hold	4,585	–	–	﹤0.01%	2077
2016 Q4	$84K	Hold	4,585	–	–	﹤0.01%	1991
2016 Q3	$78K	Sell	4,585 -76	-2%	-$1.24K	﹤0.01%	2025
2016 Q2	$71K	Buy	4,661 +1,097	+31%	+$15.7K	﹤0.01%	1896
2016 Q1	$49K	Buy	3,564 +1,557	+78%	+$21.4K	﹤0.01%	2126
2015 Q4	$28K	Hold	2,007	–	–	﹤0.01%	2601
2015 Q3	$27K	Buy	+2,007	New	+$26.2K	﹤0.01%	2501
2015 Q2	–	Sell	-2,007	Closed	-$26K	–	3035
2015 Q1	$26K	Hold	2,007	–	–	﹤0.01%	2527
2014 Q4	$26K	Hold	2,007	–	–	﹤0.01%	2474
2014 Q3	$23K	Hold	2,007	–	–	﹤0.01%	2461
2014 Q2	$23K	Buy	+2,007	New	+$21.5K	﹤0.01%	2408
2014 Q1	–	Sell	-2,008	Closed	-$20K	–	3772
2013 Q4	$20K	Hold	2,008	–	–	﹤0.01%	2195
2013 Q3	$19K	Buy	2,008 +110	+6%	+$1.05K	﹤0.01%	2136
2013 Q2	$18K	Buy	+1,898	New	+$14.6K	﹤0.01%	2000

Other funds holding WSBF

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Creative Planning's WSBF Position: Q3 2017 in Review

Creative Planning sold out of Waterstone Financial (WSBF) in Q3 2017, closing a stake of 4,476 shares — an estimated $84K sold.

Creative Planning first reported a position in WSBF in Q2 2013 and held it in 15 quarters. The position peaked at $84K in Q2 2017. 107 funds tracked by Wall St. Rank hold WSBF as of Q3 2017.

Creative Planning reported no remaining Waterstone Financial position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 4,476 Waterstone Financial shares in Q3 2017, an estimated $84K.
Creative Planning first reported a position in Waterstone Financial in Q2 2013 and held it in 15 quarters.
Creative Planning's Waterstone Financial position peaked at $84K in Q2 2017.
107 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2017.

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