Creative Planning’s Paramount Gold Nevada PZG Stock Holding History

Creative Planning’s Portfolio PZG Stock Details PZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-5,000	Closed	-$5K	–	4307
2014 Q3	$5K	Hold	5,000	–	–	﹤0.01%	3307
2014 Q2	$5K	Sell	5,000 -2,666	-35%	-$2.76K	﹤0.01%	3228
2014 Q1	$9K	Hold	7,666	–	–	﹤0.01%	2806
2013 Q4	$7K	Hold	7,666	–	–	﹤0.01%	2724
2013 Q3	$10K	Sell	7,666 -1,000	-12%	-$1.38K	﹤0.01%	2469
2013 Q2	$10K	Buy	+8,666	New	+$13.1K	﹤0.01%	2281

Other funds holding PZG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

GLG Partners London, United Kingdom $2.14B AUM 21.14% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

KAM

Kassirer Asset Management Toronto, Ontario, Canada $4.07M AUM 49.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's PZG Position: Q4 2014 in Review

Creative Planning sold out of Paramount Gold Nevada (PZG) in Q4 2014, closing a stake of 5,000 shares — an estimated $5K sold.

Creative Planning first reported a position in PZG in Q2 2013 and held it in 6 quarters. The position peaked at $10K in Q3 2013. 65 funds tracked by Wall St. Rank hold PZG as of Q4 2014.

Creative Planning reported no remaining Paramount Gold Nevada position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 5,000 Paramount Gold Nevada shares in Q4 2014, an estimated $5K.
Creative Planning first reported a position in Paramount Gold Nevada in Q2 2013 and held it in 6 quarters.
Creative Planning's Paramount Gold Nevada position peaked at $10K in Q3 2013.
65 funds tracked by Wall St. Rank held Paramount Gold Nevada as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.