Creative Planning
ZAZA

Creative Planning’s ZAZA ENERGY CORP COM NEW ZAZA Stock Holding History

Creative Planning’s Portfolio ZAZA Stock Details ZAZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-18
Closed – – 3887
2013
Q4 		$0 Buy
+18
New +$204 ﹤0.01% 3611
2013
Q3 		– Sell
-100
Closed -$1K – 3469
2013
Q2 		$1K Buy
+100
New +$1.41K ﹤0.01% 3024

Other funds holding ZAZA

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CG
Clinton Group New York $279M AUM 4.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's ZAZA Position: Q1 2014 in Review

Creative Planning sold out of ZAZA ENERGY CORP COM NEW (ZAZA) in Q1 2014, closing a stake of 18 shares.

Creative Planning first reported a position in ZAZA in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q2 2013. 49 funds tracked by Wall St. Rank hold ZAZA as of Q1 2014.

  • Creative Planning reported no remaining ZAZA ENERGY CORP COM NEW position as of Q1 2014 after selling out during the quarter.
  • Creative Planning sold 18 ZAZA ENERGY CORP COM NEW shares in Q1 2014.
  • Creative Planning first reported a position in ZAZA ENERGY CORP COM NEW in Q2 2013 and held it in 2 quarters.
  • Creative Planning's ZAZA ENERGY CORP COM NEW position peaked at $1K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held ZAZA ENERGY CORP COM NEW as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.