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WealthPLAN Partners’s BCB Bancorp BCBP Stock Holding History

WealthPLAN Partners’s Portfolio BCBP Stock Details BCBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$22.7K Sell
1,998
-24,351
-92% -$263K 0.01% 459
2016
Q2 		$20.7K Buy
+26,349
New +$270K ﹤0.01% 1387
2015
Q4 		$21.3K Buy
+50,700
New +$529K ﹤0.01% 896
2015
Q2 		$660K Buy
53,992
+49,969
+1,242% +$607K 0.29% 45
2015
Q1 		$48K Buy
+4,023
New +$47.4K 0.02% 244

Other funds holding BCBP

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

WealthPLAN Partners's BCBP Position: Q3 2016 in Review

WealthPLAN Partners reduced its BCB Bancorp (BCBP) stake by 92% in Q3 2016, selling an estimated $263K and leaving 1,998 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #459.

WealthPLAN Partners first reported a position in BCBP in Q1 2015 and has held it in 5 quarters since. The position peaked at $660K in Q2 2015. 35 funds tracked by Wall St. Rank hold BCBP as of Q3 2016.

  • WealthPLAN Partners held 1,998 shares of BCB Bancorp worth $22.7K as of Q3 2016.
  • WealthPLAN Partners sold 24,351 BCB Bancorp shares in Q3 2016, an estimated $263K.
  • BCB Bancorp made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #459 holding.
  • WealthPLAN Partners first reported a position in BCB Bancorp in Q1 2015 and has held it in 5 quarters since.
  • WealthPLAN Partners's BCB Bancorp position peaked at $660K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held BCB Bancorp as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.