Creative Planning
HF

Creative Planning’s HFF Inc. HF Stock Holding History

Creative Planning’s Portfolio HF Stock Details HF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-97
Closed -$3K – 4297
2017
Q2 		$3K Sell
97
-61
-39% -$1.88K ﹤0.01% 4244
2017
Q1 		$4K Buy
158
+61
+63% +$1.79K ﹤0.01% 4109
2016
Q4 		$3K Hold
97
– – ﹤0.01% 4205
2016
Q3 		$3K Hold
97
– – ﹤0.01% 4168
2016
Q2 		$3K Hold
97
– – ﹤0.01% 3945
2016
Q1 		$3K Hold
97
– – ﹤0.01% 3864
2015
Q4 		$3K Sell
97
-18
-16% -$614 ﹤0.01% 3955
2015
Q3 		$4K Buy
+115
New +$4.54K ﹤0.01% 3767
2014
Q4 		– Sell
-47
Closed -$1K – 4430
2014
Q3 		$1K Buy
+47
New +$1.53K ﹤0.01% 3906

Other funds holding HF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's HF Position: Q3 2017 in Review

Creative Planning sold out of HFF Inc. (HF) in Q3 2017, closing a stake of 97 shares — an estimated $3K sold.

Creative Planning first reported a position in HF in Q3 2014 and held it in 9 quarters. The position peaked at $4K in Q1 2017. 180 funds tracked by Wall St. Rank hold HF as of Q3 2017.

  • Creative Planning reported no remaining HFF Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 97 HFF Inc. shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in HFF Inc. in Q3 2014 and held it in 9 quarters.
  • Creative Planning's HFF Inc. position peaked at $4K in Q1 2017.
  • 180 funds tracked by Wall St. Rank held HFF Inc. as of Q3 2017.

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