Creative Planning
KZIA

Creative Planning’s Kazia Therapeutics KZIA Stock Holding History

Creative Planning’s Portfolio KZIA Stock Details KZIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1
Closed – – 2882
2017
Q2 		$0 Hold
1
– – ﹤0.01% 4727
2017
Q1 		$0 Hold
1
– – ﹤0.01% 4793
2016
Q4 		$0 Sell
1
-1
-50% -$335 ﹤0.01% 4734
2016
Q3 		$1K Hold
2
– – ﹤0.01% 4400
2016
Q2 		$1K Hold
2
– – ﹤0.01% 4174
2016
Q1 		$1K Hold
2
– – ﹤0.01% 4136
2015
Q4 		$1K Hold
2
– – ﹤0.01% 4218
2015
Q3 		$1K Buy
+2
New +$1.3K ﹤0.01% 4107
2015
Q2 		– Sell
-1
Closed -$1K – 2130
2015
Q1 		$1K Hold
1
– – ﹤0.01% 4037
2014
Q4 		$0 Hold
1
– – ﹤0.01% 4261
2014
Q3 		$1K Hold
1
– – ﹤0.01% 3835
2014
Q2 		$1K Hold
1
– – ﹤0.01% 3640
2014
Q1 		$1K Hold
1
– – ﹤0.01% 3504
2013
Q4 		$1K Hold
1
– – ﹤0.01% 3213
2013
Q3 		$1K Hold
1
– – ﹤0.01% 3094
2013
Q2 		$1K Buy
+1
New +$900 ﹤0.01% 2947

Other funds holding KZIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's KZIA Position: Q3 2017 in Review

Creative Planning sold out of Kazia Therapeutics (KZIA) in Q3 2017, closing a stake of 1 share.

Creative Planning first reported a position in KZIA in Q2 2013 and held it in 16 quarters. The position peaked at $1K in Q3 2016. 5 funds tracked by Wall St. Rank hold KZIA as of Q3 2017.

  • Creative Planning reported no remaining Kazia Therapeutics position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1 Kazia Therapeutics share in Q3 2017.
  • Creative Planning first reported a position in Kazia Therapeutics in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Kazia Therapeutics position peaked at $1K in Q3 2016.
  • 5 funds tracked by Wall St. Rank held Kazia Therapeutics as of Q3 2017.

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