Creative Planning
HERO

Creative Planning’s HERCULES OFFSHORE INC COM STK HERO Stock Holding History

Creative Planning’s Portfolio HERO Stock Details HERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-477
Closed -$1K – 4690
2016
Q1 		$1K Buy
477
+2
+0.4% +$3 ﹤0.01% 4258
2015
Q4 		$1K Buy
+475
New +$1.89K ﹤0.01% 4348
2015
Q3 		– Sell
-134,586
Closed -$31K – 4425
2015
Q2 		$31K Buy
134,586
+2,000
+2% +$1.37K ﹤0.01% 1052
2015
Q1 		$56K Buy
132,586
+200
+0.2% +$141 ﹤0.01% 1959
2014
Q4 		$132K Buy
132,386
+200
+0.2% +$293 ﹤0.01% 1395
2014
Q3 		$291K Hold
132,186
– – ﹤0.01% 880
2014
Q2 		$531K Buy
132,186
+2,351
+2% +$10.5K 0.01% 627
2014
Q1 		$596K Buy
129,835
+149
+0.1% +$749 0.01% 546
2013
Q4 		$846K Buy
129,686
+126,001
+3,419% +$850K 0.01% 354
2013
Q3 		$27K Buy
3,685
+700
+23% +$5.11K ﹤0.01% 1927
2013
Q2 		$21K Buy
+2,985
New +$21.1K ﹤0.01% 1914

Other funds holding HERO

PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

Creative Planning's HERO Position: Q2 2016 in Review

Creative Planning sold out of HERCULES OFFSHORE INC COM STK (HERO) in Q2 2016, closing a stake of 477 shares — an estimated $1K sold.

Creative Planning first reported a position in HERO in Q2 2013 and held it in 11 quarters. The position peaked at $846K in Q4 2013. 11 funds tracked by Wall St. Rank hold HERO as of Q2 2016.

  • Creative Planning reported no remaining HERCULES OFFSHORE INC COM STK position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 477 HERCULES OFFSHORE INC COM STK shares in Q2 2016, an estimated $1K.
  • Creative Planning first reported a position in HERCULES OFFSHORE INC COM STK in Q2 2013 and held it in 11 quarters.
  • Creative Planning's HERCULES OFFSHORE INC COM STK position peaked at $846K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held HERCULES OFFSHORE INC COM STK as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.