Creative Planning’s Horace Mann Educators HMN Stock Holding History

Creative Planning’s Portfolio HMN Stock Details HMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-328	Closed	-$12K	–	2687
2017 Q2	$12K	Hold	328	–	–	﹤0.01%	3515
2017 Q1	$13K	Hold	328	–	–	﹤0.01%	3424
2016 Q4	$14K	Sell	328 -72	-18%	-$2.81K	﹤0.01%	3313
2016 Q3	$15K	Hold	400	–	–	﹤0.01%	3235
2016 Q2	$14K	Hold	400	–	–	﹤0.01%	3023
2016 Q1	$13K	Hold	400	–	–	﹤0.01%	3046
2015 Q4	$13K	Hold	400	–	–	﹤0.01%	3115
2015 Q3	$13K	Buy	+400	New	+$13.9K	﹤0.01%	3030
2015 Q2	–	Sell	-57	Closed	-$2K	–	1901
2015 Q1	$2K	Sell	57 -496	-90%	-$16K	﹤0.01%	3872
2014 Q4	$18K	Buy	+553	New	+$17K	﹤0.01%	2731

Other funds holding HMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Creative Planning's HMN Position: Q3 2017 in Review

Creative Planning sold out of Horace Mann Educators (HMN) in Q3 2017, closing a stake of 328 shares — an estimated $12K sold.

Creative Planning first reported a position in HMN in Q4 2014 and held it in 10 quarters. The position peaked at $18K in Q4 2014. 172 funds tracked by Wall St. Rank hold HMN as of Q3 2017.

Creative Planning reported no remaining Horace Mann Educators position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 328 Horace Mann Educators shares in Q3 2017, an estimated $12K.
Creative Planning first reported a position in Horace Mann Educators in Q4 2014 and held it in 10 quarters.
Creative Planning's Horace Mann Educators position peaked at $18K in Q4 2014.
172 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2017.

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