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
2014
Q4 		– Sell
-3,000
Closed -$19K – 4648
2014
Q3 		$19K Buy
+3,000
New +$19.4K ﹤0.01% 2594

Other funds holding XBKS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BP
Boston Provident Englewood, New Jersey $117M AUM 0.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Creative Planning's XBKS Position: Q4 2014 in Review

Creative Planning sold out of XENITH BANKSHARES INC , COMMON STOCK (XBKS) in Q4 2014, closing a stake of 3,000 shares — an estimated $19K sold.

Creative Planning first reported a position in XBKS in Q3 2014 and held it in 1 quarter. The position peaked at $19K in Q3 2014. 32 funds tracked by Wall St. Rank hold XBKS as of Q4 2014.

  • Creative Planning reported no remaining XENITH BANKSHARES INC , COMMON STOCK position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 3,000 XENITH BANKSHARES INC , COMMON STOCK shares in Q4 2014, an estimated $19K.
  • Creative Planning first reported a position in XENITH BANKSHARES INC , COMMON STOCK in Q3 2014 and held it in 1 quarter.
  • Creative Planning's XENITH BANKSHARES INC , COMMON STOCK position peaked at $19K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held XENITH BANKSHARES INC , COMMON STOCK as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.