Creative Planning
HK

Creative Planning’s Halcon Resources Corporation HK Stock Holding History

Creative Planning’s Portfolio HK Stock Details HK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,500
Closed -$30K – 4764
2017
Q2 		$30K Sell
6,500
-5
-0.1% -$31 ﹤0.01% 2901
2017
Q1 		$50K Buy
6,505
+971
+18% +$8.19K ﹤0.01% 2485
2016
Q4 		$52K Buy
5,534
+1,029
+23% +$9.68K ﹤0.01% 2369
2016
Q3 		$42K Buy
+4,505
New +$52.9K ﹤0.01% 2513
2015
Q4 		– Sell
-1,619
Closed -$148K – 4896
2015
Q3 		$148K Buy
1,619
+344
+27% +$56.4K ﹤0.01% 1358
2015
Q2 		$255K Sell
1,275
-83
-6% -$19.8K ﹤0.01% 821
2015
Q1 		$360K Buy
1,358
+69
+5% +$20.4K ﹤0.01% 902
2014
Q4 		$396K Buy
1,289
+38
+3% +$17.6K ﹤0.01% 790
2014
Q3 		$854K Buy
1,251
+5
+0.4% +$4.88K 0.01% 455
2014
Q2 		$1.57M Buy
1,246
+170
+16% +$169K 0.02% 277
2014
Q1 		$803K Buy
1,076
+302
+39% +$192K 0.01% 441
2013
Q4 		$515K Buy
774
+722
+1,388% +$560K 0.01% 511
2013
Q3 		$40K Buy
52
+48
+1,200% +$43.8K ﹤0.01% 1659
2013
Q2 		$4K Buy
+4
New +$4.26K ﹤0.01% 2684

Other funds holding HK

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
TCSAM
Tyrus Capital S.A.M. Monaco $10.5M AUM 4.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return

Creative Planning's HK Position: Q3 2017 in Review

Creative Planning sold out of Halcon Resources Corporation (HK) in Q3 2017, closing a stake of 6,500 shares — an estimated $30K sold.

Creative Planning first reported a position in HK in Q2 2013 and held it in 14 quarters. The position peaked at $1.57M in Q2 2014. 139 funds tracked by Wall St. Rank hold HK as of Q3 2017.

  • Creative Planning reported no remaining Halcon Resources Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6,500 Halcon Resources Corporation shares in Q3 2017, an estimated $30K.
  • Creative Planning first reported a position in Halcon Resources Corporation in Q2 2013 and held it in 14 quarters.
  • Creative Planning's Halcon Resources Corporation position peaked at $1.57M in Q2 2014.
  • 139 funds tracked by Wall St. Rank held Halcon Resources Corporation as of Q3 2017.

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