Creative Planning
ZAYO

Creative Planning’s Zayo Group Holdings, Inc. ZAYO Stock Holding History

Creative Planning’s Portfolio ZAYO Stock Details ZAYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,801
Closed -$303K – 2041
2017
Q3 		$303K Buy
8,801
+38
+0.4% +$1.26K ﹤0.01% 1330
2017
Q2 		$271K Sell
8,763
-300
-3% -$9.81K ﹤0.01% 1350
2017
Q1 		$298K Sell
9,063
-8,660
-49% -$276K ﹤0.01% 1271
2016
Q4 		$582K Buy
17,723
+16,932
+2,141% +$554K ﹤0.01% 859
2016
Q3 		$24K Sell
791
-3,485
-82% -$101K ﹤0.01% 2944
2016
Q2 		$119K Sell
4,276
-3,800
-47% -$101K ﹤0.01% 1561
2016
Q1 		$196K Sell
8,076
-23,241
-74% -$566K ﹤0.01% 1227
2015
Q4 		$833K Buy
31,317
+31,117
+15,559% +$789K 0.01% 565
2015
Q3 		$5K Buy
+200
New +$5.38K ﹤0.01% 3655
2015
Q2 		– Sell
-120
Closed -$3K – 3478
2015
Q1 		$3K Sell
120
-400
-77% -$11.4K ﹤0.01% 3802
2014
Q4 		$16K Buy
+520
New +$13.5K ﹤0.01% 2828

Other funds holding ZAYO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Creative Planning's ZAYO Position: Q4 2017 in Review

Creative Planning sold out of Zayo Group Holdings, Inc. (ZAYO) in Q4 2017, closing a stake of 8,801 shares — an estimated $303K sold.

Creative Planning first reported a position in ZAYO in Q4 2014 and held it in 11 quarters. The position peaked at $833K in Q4 2015. 324 funds tracked by Wall St. Rank hold ZAYO as of Q4 2017.

  • Creative Planning reported no remaining Zayo Group Holdings, Inc. position as of Q4 2017 after selling out during the quarter.
  • Creative Planning sold 8,801 Zayo Group Holdings, Inc. shares in Q4 2017, an estimated $303K.
  • Creative Planning first reported a position in Zayo Group Holdings, Inc. in Q4 2014 and held it in 11 quarters.
  • Creative Planning's Zayo Group Holdings, Inc. position peaked at $833K in Q4 2015.
  • 324 funds tracked by Wall St. Rank held Zayo Group Holdings, Inc. as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.