Creative Planning’s DZS Inc. Common Stock DZSI Stock Holding History

Creative Planning’s Portfolio DZSI Stock Details DZSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-27	Closed	–	–	4188
2017 Q2	$0	Sell	27 -55	-67%	-$327	﹤0.01%	4938
2017 Q1	$1K	Buy	82 +54	+193%	+$284	﹤0.01%	4545
2016 Q4	$0	Hold	28	–	–	﹤0.01%	4952
2016 Q3	$0	Buy	+28	New	+$160	﹤0.01%	4809
2015 Q1	–	Sell	-80	Closed	-$1K	–	4485
2014 Q4	$1K	Buy	+80	New	+$862	﹤0.01%	4040

Other funds holding DZSI

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Creative Planning's DZSI Position: Q3 2017 in Review

Creative Planning sold out of DZS Inc. Common Stock (DZSI) in Q3 2017, closing a stake of 27 shares.

Creative Planning first reported a position in DZSI in Q4 2014 and held it in 5 quarters. The position peaked at $1K in Q1 2017. 27 funds tracked by Wall St. Rank hold DZSI as of Q3 2017.

Creative Planning reported no remaining DZS Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 27 DZS Inc. Common Stock shares in Q3 2017.
Creative Planning first reported a position in DZS Inc. Common Stock in Q4 2014 and held it in 5 quarters.
Creative Planning's DZS Inc. Common Stock position peaked at $1K in Q1 2017.
27 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2017.

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