Creative Planning Heritage Insurance Holdings, Inc. Transaction History

Creative Planning

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 01, 2019	SELL	$13.12 - $16.86 $9.96 Million - $12.8 Million	-758,866 Closed	0 $0
Q2 2018 Jul 20, 2018	SELL	$15.07 - $17.94 $1.69 Million - $2.01 Million	-112,205 Reduced 12.88%	758,866 $12.7 Million
Q1 2018 Apr 18, 2018	SELL	$15.16 - $18.95 $985,400 - $1.23 Million	-65,000 Reduced 6.94%	871,071 $13.2 Million
Q4 2017 Jan 17, 2018	SELL	$13.88 - $18.63 $5.41 Million - $7.26 Million	-389,438 Reduced 29.38%	936,071 $16.9 Million
Q3 2017 Oct 17, 2017	BUY	$9.35 - $13.31 $12.4 Million - $17.6 Million	1,325,509	1,325,509 $17.5 Million

128

16.4M

274K

79.8K

Ticker HRTG
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 26,569,100
Market Cap $332M
Description
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, ...

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