Creative Planning
MZOR

Creative Planning’s Mazor Robotics Ltd. MZOR Stock Holding History

Creative Planning’s Portfolio MZOR Stock Details MZOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-49
Closed -$1K – 4987
2017
Q1 		$1K Buy
+49
New +$1.15K ﹤0.01% 4567
2015
Q1 		– Sell
-1,571
Closed -$19K – 4504
2014
Q4 		$19K Buy
+1,571
New +$18.6K ﹤0.01% 2714

Other funds holding MZOR

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's MZOR Position: Q2 2017 in Review

Creative Planning sold out of Mazor Robotics Ltd. (MZOR) in Q2 2017, closing a stake of 49 shares — an estimated $1K sold.

Creative Planning first reported a position in MZOR in Q4 2014 and held it in 2 quarters. The position peaked at $19K in Q4 2014. 71 funds tracked by Wall St. Rank hold MZOR as of Q2 2017.

  • Creative Planning reported no remaining Mazor Robotics Ltd. position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 49 Mazor Robotics Ltd. shares in Q2 2017, an estimated $1K.
  • Creative Planning first reported a position in Mazor Robotics Ltd. in Q4 2014 and held it in 2 quarters.
  • Creative Planning's Mazor Robotics Ltd. position peaked at $19K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held Mazor Robotics Ltd. as of Q2 2017.

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