Creative Planning
HIFR

Creative Planning’s InfraREIT, Inc. HIFR Stock Holding History

Creative Planning’s Portfolio HIFR Stock Details HIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-380
Closed -$9K – 4688
2015
Q3 		$9K Buy
+380
New +$11.1K ﹤0.01% 3298

Other funds holding HIFR

TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Creative Planning's HIFR Position: Q4 2015 in Review

Creative Planning sold out of InfraREIT, Inc. (HIFR) in Q4 2015, closing a stake of 380 shares — an estimated $9K sold.

Creative Planning first reported a position in HIFR in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 101 funds tracked by Wall St. Rank hold HIFR as of Q4 2015.

  • Creative Planning reported no remaining InfraREIT, Inc. position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 380 InfraREIT, Inc. shares in Q4 2015, an estimated $9K.
  • Creative Planning first reported a position in InfraREIT, Inc. in Q3 2015 and held it in 1 quarter.
  • Creative Planning's InfraREIT, Inc. position peaked at $9K in Q3 2015.
  • 101 funds tracked by Wall St. Rank held InfraREIT, Inc. as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.