Creative Planning’s Hardinge Inc HDNG Stock Holding History

Creative Planning’s Portfolio HDNG Stock Details HDNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,044	Closed	-$13K	–	4436
2017 Q2	$13K	Buy	1,044 +44	+4%	+$508	﹤0.01%	3483
2017 Q1	$11K	Hold	1,000	–	–	﹤0.01%	3564
2016 Q4	$11K	Hold	1,000	–	–	﹤0.01%	3523
2016 Q3	$11K	Hold	1,000	–	–	﹤0.01%	3482
2016 Q2	$10K	Hold	1,000	–	–	﹤0.01%	3280
2016 Q1	$12K	Hold	1,000	–	–	﹤0.01%	3133
2015 Q4	$9K	Hold	1,000	–	–	﹤0.01%	3388
2015 Q3	$9K	Buy	+1,000	New	+$9.49K	﹤0.01%	3301
2015 Q2	–	Sell	-6,561	Closed	-$76K	–	3652
2015 Q1	$76K	Buy	6,561 +4,741	+260%	+$54.2K	﹤0.01%	1735
2014 Q4	$22K	Buy	1,820 +1,420	+355%	+$16K	﹤0.01%	2594
2014 Q3	$4K	Hold	400	–	–	﹤0.01%	3443
2014 Q2	$5K	Buy	+400	New	+$5.14K	﹤0.01%	3268
2013 Q4	–	Sell	-5,700	Closed	-$88K	–	3562
2013 Q3	$88K	Buy	+5,700	New	+$88.1K	﹤0.01%	1194

Other funds holding HDNG

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Creative Planning's HDNG Position: Q3 2017 in Review

Creative Planning sold out of Hardinge Inc (HDNG) in Q3 2017, closing a stake of 1,044 shares — an estimated $13K sold.

Creative Planning first reported a position in HDNG in Q3 2013 and held it in 13 quarters. The position peaked at $88K in Q3 2013. 78 funds tracked by Wall St. Rank hold HDNG as of Q3 2017.

Creative Planning reported no remaining Hardinge Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,044 Hardinge Inc shares in Q3 2017, an estimated $13K.
Creative Planning first reported a position in Hardinge Inc in Q3 2013 and held it in 13 quarters.
Creative Planning's Hardinge Inc position peaked at $88K in Q3 2013.
78 funds tracked by Wall St. Rank held Hardinge Inc as of Q3 2017.

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