Creative Planning
ZDGE icon

Creative Planning’s Zedge ZDGE Stock Holding History

Creative Planning’s Portfolio ZDGE Stock Details ZDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-44
Closed – – 3771
2017
Q2 		$0 Hold
44
– – ﹤0.01% 4863
2017
Q1 		$0 Sell
44
-100
-69% -$331 ﹤0.01% 4939
2016
Q4 		$0 Buy
144
+100
+227% +$322 ﹤0.01% 4877
2016
Q3 		$0 Hold
44
– – ﹤0.01% 4758
2016
Q2 		$0 Buy
+44
New +$184 ﹤0.01% 4550

Other funds holding ZDGE

OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's ZDGE Position: Q3 2017 in Review

Creative Planning sold out of Zedge (ZDGE) in Q3 2017, closing a stake of 44 shares.

Creative Planning first reported a position in ZDGE in Q2 2016 and held it in 5 quarters. The position peaked at $0 in Q2 2017. 28 funds tracked by Wall St. Rank hold ZDGE as of Q3 2017.

  • Creative Planning reported no remaining Zedge position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 44 Zedge shares in Q3 2017.
  • Creative Planning first reported a position in Zedge in Q2 2016 and held it in 5 quarters.
  • Creative Planning's Zedge position peaked at $0 in Q2 2017.
  • 28 funds tracked by Wall St. Rank held Zedge as of Q3 2017.

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