Creative Planning
XBKS

Creative Planning’s Xenith Bankshares, Inc. Common Stock XBKS Stock Holding History

Creative Planning’s Portfolio XBKS Stock Details XBKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,500
Closed -$38K – 5021
2017
Q1 		$38K Hold
1,500
– – ﹤0.01% 2680
2016
Q4 		$42K Hold
1,500
– – ﹤0.01% 2541
2016
Q3 		$35K Buy
+1,500
New +$31.2K ﹤0.01% 2644

Other funds holding XBKS

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Creative Planning's XBKS Position: Q2 2017 in Review

Creative Planning sold out of Xenith Bankshares, Inc. Common Stock (XBKS) in Q2 2017, closing a stake of 1,500 shares — an estimated $38K sold.

Creative Planning first reported a position in XBKS in Q3 2016 and held it in 3 quarters. The position peaked at $42K in Q4 2016. 81 funds tracked by Wall St. Rank hold XBKS as of Q2 2017.

  • Creative Planning reported no remaining Xenith Bankshares, Inc. Common Stock position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 1,500 Xenith Bankshares, Inc. Common Stock shares in Q2 2017, an estimated $38K.
  • Creative Planning first reported a position in Xenith Bankshares, Inc. Common Stock in Q3 2016 and held it in 3 quarters.
  • Creative Planning's Xenith Bankshares, Inc. Common Stock position peaked at $42K in Q4 2016.
  • 81 funds tracked by Wall St. Rank held Xenith Bankshares, Inc. Common Stock as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.