Creative Planning’s Huntington Bancshars Inc. Pfd Ser A HBANP Stock Holding History

Creative Planning’s Portfolio HBANP Stock Details HBANP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-10	Closed	-$15K	–	4598
2017 Q2	$15K	Hold	10	–	–	﹤0.01%	3391
2017 Q1	$14K	Hold	10	–	–	﹤0.01%	3398
2016 Q4	$14K	Hold	10	–	–	﹤0.01%	3345
2016 Q3	$14K	Hold	10	–	–	﹤0.01%	3306
2016 Q2	$14K	Hold	10	–	–	﹤0.01%	3055
2016 Q1	$14K	Hold	10	–	–	﹤0.01%	3028
2015 Q4	$14K	Hold	10	–	–	﹤0.01%	3095
2015 Q3	$13K	Buy	+10	New	+$13.4K	﹤0.01%	3057
2015 Q2	–	Sell	-10	Closed	-$13K	–	4095
2015 Q1	$13K	Hold	10	–	–	﹤0.01%	3058
2014 Q4	$13K	Hold	10	–	–	﹤0.01%	2991
2014 Q3	$13K	Sell	10 -150	-94%	-$200K	﹤0.01%	2823
2014 Q2	$211K	Hold	160	–	–	﹤0.01%	1001
2014 Q1	$208K	Hold	160	–	–	﹤0.01%	980
2013 Q4	$204K	Hold	160	–	–	﹤0.01%	855
2013 Q3	$198K	Buy	160 +150	+1,500%	+$185K	﹤0.01%	776
2013 Q2	$12K	Buy	+10	New	+$13.1K	﹤0.01%	2209

Other funds holding HBANP

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.62B AUM 18.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Creative Planning's HBANP Position: Q3 2017 in Review

Creative Planning sold out of Huntington Bancshars Inc. Pfd Ser A (HBANP) in Q3 2017, closing a stake of 10 shares — an estimated $15K sold.

Creative Planning first reported a position in HBANP in Q2 2013 and held it in 16 quarters. The position peaked at $211K in Q2 2014. 47 funds tracked by Wall St. Rank hold HBANP as of Q3 2017.

Creative Planning reported no remaining Huntington Bancshars Inc. Pfd Ser A position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 10 Huntington Bancshars Inc. Pfd Ser A shares in Q3 2017, an estimated $15K.
Creative Planning first reported a position in Huntington Bancshars Inc. Pfd Ser A in Q2 2013 and held it in 16 quarters.
Creative Planning's Huntington Bancshars Inc. Pfd Ser A position peaked at $211K in Q2 2014.
47 funds tracked by Wall St. Rank held Huntington Bancshars Inc. Pfd Ser A as of Q3 2017.

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