Creative Planning
HAR

Creative Planning’s Harman International Industries HAR Stock Holding History

Creative Planning’s Portfolio HAR Stock Details HAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,521
Closed -$169K – 5116
2016
Q4 		$169K Sell
1,521
-537
-26% -$51.8K ﹤0.01% 1498
2016
Q3 		$174K Buy
2,058
+109
+6% +$8.95K ﹤0.01% 1476
2016
Q2 		$140K Buy
1,949
+906
+87% +$70.7K ﹤0.01% 1460
2016
Q1 		$93K Sell
1,043
-165
-14% -$13.1K ﹤0.01% 1680
2015
Q4 		$114K Buy
1,208
+88
+8% +$8.92K ﹤0.01% 1557
2015
Q3 		$108K Buy
+1,120
New +$118K ﹤0.01% 1554
2015
Q2 		– Sell
-4,385
Closed -$586K – 3777
2015
Q1 		$586K Buy
4,385
+2,395
+120% +$298K 0.01% 676
2014
Q4 		$212K Buy
1,990
+1,320
+197% +$136K ﹤0.01% 1110
2014
Q3 		$66K Sell
670
-48
-7% -$5.35K ﹤0.01% 1738
2014
Q2 		$77K Hold
718
– – ﹤0.01% 1608
2014
Q1 		$76K Buy
718
+350
+95% +$34.9K ﹤0.01% 1559
2013
Q4 		$30K Hold
368
– – ﹤0.01% 1957
2013
Q3 		$24K Hold
368
– – ﹤0.01% 2001
2013
Q2 		$20K Buy
+368
New +$17.8K ﹤0.01% 1939

Other funds holding HAR

AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's HAR Position: Q1 2017 in Review

Creative Planning sold out of Harman International Industries (HAR) in Q1 2017, closing a stake of 1,521 shares — an estimated $169K sold.

Creative Planning first reported a position in HAR in Q2 2013 and held it in 14 quarters. The position peaked at $586K in Q1 2015. 4 funds tracked by Wall St. Rank hold HAR as of Q1 2017.

  • Creative Planning reported no remaining Harman International Industries position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1,521 Harman International Industries shares in Q1 2017, an estimated $169K.
  • Creative Planning first reported a position in Harman International Industries in Q2 2013 and held it in 14 quarters.
  • Creative Planning's Harman International Industries position peaked at $586K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Harman International Industries as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.