Creative Planning’s Harvest Natural Resources HNR Stock Holding History

Creative Planning’s Portfolio HNR Stock Details HNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-15	Closed	–	–	5081
2017 Q1	$0	Hold	15	–	–	﹤0.01%	5139
2016 Q4	$0	Hold	15	–	–	﹤0.01%	5071
2016 Q3	$0	Hold	15	–	–	﹤0.01%	4880
2016 Q2	$0	Hold	15	–	–	﹤0.01%	4672
2016 Q1	$0	Sell	15 -10	-40%	-$22	﹤0.01%	4726
2015 Q4	$0	Hold	25	–	–	﹤0.01%	4753
2015 Q3	$0	Buy	+25	New	+$124	﹤0.01%	4417
2015 Q2	–	Sell	-25	Closed	–	–	3812
2015 Q1	$0	Sell	25 -1,000	-98%	-$2.76K	﹤0.01%	4550
2014 Q4	$7K	Hold	1,025	–	–	﹤0.01%	3358
2014 Q3	$15K	Buy	1,025 +1,000	+4,000%	+$18.2K	﹤0.01%	2726
2014 Q2	$0	Hold	25	–	–	﹤0.01%	4082
2014 Q1	$0	Hold	25	–	–	﹤0.01%	3867
2013 Q4	$0	Hold	25	–	–	﹤0.01%	3590
2013 Q3	$1K	Hold	25	–	–	﹤0.01%	3156
2013 Q2	$0	Buy	+25	New	+$319	﹤0.01%	3165

Other funds holding HNR

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Creative Planning's HNR Position: Q2 2017 in Review

Creative Planning sold out of Harvest Natural Resources (HNR) in Q2 2017, closing a stake of 15 shares.

Creative Planning first reported a position in HNR in Q2 2013 and held it in 15 quarters. The position peaked at $15K in Q3 2014. 3 funds tracked by Wall St. Rank hold HNR as of Q2 2017.

Creative Planning reported no remaining Harvest Natural Resources position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 15 Harvest Natural Resources shares in Q2 2017.
Creative Planning first reported a position in Harvest Natural Resources in Q2 2013 and held it in 15 quarters.
Creative Planning's Harvest Natural Resources position peaked at $15K in Q3 2014.
3 funds tracked by Wall St. Rank held Harvest Natural Resources as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.