Creative Planning’s FedNat Holding Company Common Stock FNHC Stock Holding History

Creative Planning’s Portfolio FNHC Stock Details FNHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$8K	–	3994
2017 Q2	$8K	Hold	500	–	–	﹤0.01%	3783
2017 Q1	$9K	Sell	500 -700	-58%	-$13.3K	﹤0.01%	3680
2016 Q4	$22K	Buy	1,200 +300	+33%	+$5.32K	﹤0.01%	3023
2016 Q3	$17K	Buy	900 +400	+80%	+$7.59K	﹤0.01%	3185
2016 Q2	$10K	Hold	500	–	–	﹤0.01%	3267
2016 Q1	$10K	Sell	500 -3,200	-86%	-$74.5K	﹤0.01%	3248
2015 Q4	$109K	Buy	3,700 +3,200	+640%	+$93.4K	﹤0.01%	1581
2015 Q3	$12K	Buy	+500	New	+$11.7K	﹤0.01%	3100
2015 Q2	–	Sell	-200	Closed	-$6K	–	3288
2015 Q1	$6K	Sell	200 -535	-73%	-$15.3K	﹤0.01%	3481
2014 Q4	$18K	Buy	735 +135	+23%	+$3.68K	﹤0.01%	2745
2014 Q3	$17K	Buy	+600	New	+$14.2K	﹤0.01%	2644
2013 Q4	–	Sell	-616	Closed	-$6K	–	3517
2013 Q3	$6K	Buy	+616	New	+$6.07K	﹤0.01%	2684

Other funds holding FNHC

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

CRM

Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's FNHC Position: Q3 2017 in Review

Creative Planning sold out of FedNat Holding Company Common Stock (FNHC) in Q3 2017, closing a stake of 500 shares — an estimated $8K sold.

Creative Planning first reported a position in FNHC in Q3 2013 and held it in 12 quarters. The position peaked at $109K in Q4 2015. 82 funds tracked by Wall St. Rank hold FNHC as of Q3 2017.

Creative Planning reported no remaining FedNat Holding Company Common Stock position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 FedNat Holding Company Common Stock shares in Q3 2017, an estimated $8K.
Creative Planning first reported a position in FedNat Holding Company Common Stock in Q3 2013 and held it in 12 quarters.
Creative Planning's FedNat Holding Company Common Stock position peaked at $109K in Q4 2015.
82 funds tracked by Wall St. Rank held FedNat Holding Company Common Stock as of Q3 2017.

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