Creative Planning
HDP

Creative Planning’s Hortonworks, Inc. HDP Stock Holding History

Creative Planning’s Portfolio HDP Stock Details HDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$1K – 4354
2017
Q2 		$1K Sell
100
-1,349
-93% -$16.2K ﹤0.01% 4559
2017
Q1 		$14K Buy
1,449
+749
+107% +$7.24K ﹤0.01% 3394
2016
Q4 		$6K Sell
700
-1,116
-61% -$9.29K ﹤0.01% 3900
2016
Q3 		$15K Buy
1,816
+198
+12% +$1.88K ﹤0.01% 3263
2016
Q2 		$17K Sell
1,618
-318
-16% -$3.59K ﹤0.01% 2927
2016
Q1 		$22K Sell
1,936
-545
-22% -$6.39K ﹤0.01% 2704
2015
Q4 		$54K Hold
2,481
– – ﹤0.01% 2064
2015
Q3 		$54K Buy
+2,481
New +$61.6K ﹤0.01% 1992
2015
Q2 		– Sell
-759
Closed -$18K – 3579
2015
Q1 		$18K Buy
759
+559
+280% +$13K ﹤0.01% 2819
2014
Q4 		$5K Buy
+200
New +$5.08K ﹤0.01% 3532

Other funds holding HDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Creative Planning's HDP Position: Q3 2017 in Review

Creative Planning sold out of Hortonworks, Inc. (HDP) in Q3 2017, closing a stake of 100 shares — an estimated $1K sold.

Creative Planning first reported a position in HDP in Q4 2014 and held it in 10 quarters. The position peaked at $54K in Q4 2015. 149 funds tracked by Wall St. Rank hold HDP as of Q3 2017.

  • Creative Planning reported no remaining Hortonworks, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 Hortonworks, Inc. shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Hortonworks, Inc. in Q4 2014 and held it in 10 quarters.
  • Creative Planning's Hortonworks, Inc. position peaked at $54K in Q4 2015.
  • 149 funds tracked by Wall St. Rank held Hortonworks, Inc. as of Q3 2017.

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