Creative Planning’s Helios and Matheson Analytics Inc. HMNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-13,356,306
Closed -$214K 2150
2018
Q4
$214K Buy
13,356,306
+1,463,179
+12% +$25.2K ﹤0.01% 1445
2018
Q3
$180K Buy
+11,893,127
New +$119M ﹤0.01% 1699

Other funds holding HMNY

Creative Planning's HMNY Position: Q1 2019 in Review

Creative Planning sold out of Helios and Matheson Analytics Inc. (HMNY) in Q1 2019, closing a stake of 13,356,306 shares — an estimated $214K sold.

Creative Planning first reported a position in HMNY in Q3 2018 and held it in 2 quarters. The position peaked at $214K in Q4 2018. 12 funds tracked by Wall St. Rank hold HMNY as of Q1 2019.

  • Creative Planning reported no remaining Helios and Matheson Analytics Inc. position as of Q1 2019 after selling out during the quarter.
  • Creative Planning sold 13,356,306 Helios and Matheson Analytics Inc. shares in Q1 2019, an estimated $214K.
  • Creative Planning first reported a position in Helios and Matheson Analytics Inc. in Q3 2018 and held it in 2 quarters.
  • Creative Planning's Helios and Matheson Analytics Inc. position peaked at $214K in Q4 2018.
  • 12 funds tracked by Wall St. Rank held Helios and Matheson Analytics Inc. as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.