Creative Planning
WVFC

Creative Planning’s WVS Financial Corp WVFC Stock Holding History

Creative Planning’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-425
Closed -$7K – 4034
2017
Q2 		$7K Hold
425
– – ﹤0.01% 3855
2017
Q1 		$6K Hold
425
– – ﹤0.01% 3904
2016
Q4 		$6K Buy
+425
New +$5.63K ﹤0.01% 3889

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIS
Accurate Investment Solutions Seven Fields, Pennsylvania $123M AUM 9.07% 1-Year Est. Return

Creative Planning's WVFC Position: Q3 2017 in Review

Creative Planning sold out of WVS Financial Corp (WVFC) in Q3 2017, closing a stake of 425 shares — an estimated $7K sold.

Creative Planning first reported a position in WVFC in Q4 2016 and held it in 3 quarters. The position peaked at $7K in Q2 2017. 15 funds tracked by Wall St. Rank hold WVFC as of Q3 2017.

  • Creative Planning reported no remaining WVS Financial Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 425 WVS Financial Corp shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in WVS Financial Corp in Q4 2016 and held it in 3 quarters.
  • Creative Planning's WVS Financial Corp position peaked at $7K in Q2 2017.
  • 15 funds tracked by Wall St. Rank held WVS Financial Corp as of Q3 2017.

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