Creative Planning
HME

Creative Planning’s HOME PROPERTIES, INC HME Stock Holding History

Creative Planning’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-300
Closed -$22K – 4833
2015
Q3 		$22K Buy
+300
New +$22.2K ﹤0.01% 2671
2015
Q2 		– Sell
-790
Closed -$55K – 3993
2015
Q1 		$55K Buy
790
+701
+788% +$48.5K ﹤0.01% 1973
2014
Q4 		$6K Sell
89
-89
-50% -$5.67K ﹤0.01% 3460
2014
Q3 		$10K Buy
178
+2
+1% +$126 ﹤0.01% 2972
2014
Q2 		$11K Sell
176
-309
-64% -$19K ﹤0.01% 2848
2014
Q1 		$29K Buy
485
+313
+182% +$18.1K ﹤0.01% 2165
2013
Q4 		$9K Sell
172
-346
-67% -$19.4K ﹤0.01% 2638
2013
Q3 		$30K Buy
518
+112
+28% +$6.87K ﹤0.01% 1859
2013
Q2 		$27K Buy
+406
New +$25.9K ﹤0.01% 1754

Creative Planning's HME Position: Q4 2015 in Review

Creative Planning sold out of HOME PROPERTIES, INC (HME) in Q4 2015, closing a stake of 300 shares — an estimated $22K sold.

Creative Planning first reported a position in HME in Q2 2013 and held it in 9 quarters. The position peaked at $55K in Q1 2015. 0 funds tracked by Wall St. Rank hold HME as of Q4 2015.

  • Creative Planning reported no remaining HOME PROPERTIES, INC position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 300 HOME PROPERTIES, INC shares in Q4 2015, an estimated $22K.
  • Creative Planning first reported a position in HOME PROPERTIES, INC in Q2 2013 and held it in 9 quarters.
  • Creative Planning's HOME PROPERTIES, INC position peaked at $55K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q4 2015.

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