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Creative Planning’s At Home Group Inc. HOME Stock Holding History

Creative Planning’s Portfolio HOME Stock Details HOME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,477
Closed -$101K – 2146
2019
Q3 		$101K Buy
10,477
+3,430
+49% +$23.4K ﹤0.01% 1715
2019
Q2 		$47K Buy
+7,047
New +$125K ﹤0.01% 1821
2017
Q3 		– Sell
-250
Closed -$6K – 4108
2017
Q2 		$6K Hold
250
– – ﹤0.01% 3942
2017
Q1 		$4K Hold
250
– – ﹤0.01% 4099
2016
Q4 		$4K Sell
250
-500
-67% -$6.4K ﹤0.01% 4094
2016
Q3 		$11K Buy
+750
New +$11K ﹤0.01% 3474

Other funds holding HOME

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BCM
Brightlight Capital Management Westport, Connecticut $101M AUM 23.43% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Creative Planning's HOME Position: Q4 2019 in Review

Creative Planning sold out of At Home Group Inc. (HOME) in Q4 2019, closing a stake of 10,477 shares — an estimated $101K sold.

Creative Planning first reported a position in HOME in Q3 2016 and held it in 6 quarters. The position peaked at $101K in Q3 2019. 120 funds tracked by Wall St. Rank hold HOME as of Q4 2019.

  • Creative Planning reported no remaining At Home Group Inc. position as of Q4 2019 after selling out during the quarter.
  • Creative Planning sold 10,477 At Home Group Inc. shares in Q4 2019, an estimated $101K.
  • Creative Planning first reported a position in At Home Group Inc. in Q3 2016 and held it in 6 quarters.
  • Creative Planning's At Home Group Inc. position peaked at $101K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held At Home Group Inc. as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.