Creative Planning
ZINC

Creative Planning’s HORSEHEAD HLDG CORP COM STK (DE) ZINC Stock Holding History

Creative Planning’s Portfolio ZINC Stock Details ZINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,500
Closed -$7K – 4775
2015
Q4 		$7K Sell
3,500
-23,651
-87% -$65.7K ﹤0.01% 3553
2015
Q3 		$83K Buy
27,151
+11,122
+69% +$84.1K ﹤0.01% 1704
2015
Q2 		$188K Buy
16,029
+11,629
+264% +$152K ﹤0.01% 881
2015
Q1 		$56K Hold
4,400
– – ﹤0.01% 1960
2014
Q4 		$70K Buy
4,400
+1,000
+29% +$15.4K ﹤0.01% 1777
2014
Q3 		$56K Hold
3,400
– – ﹤0.01% 1852
2014
Q2 		$62K Sell
3,400
-225
-6% -$3.74K ﹤0.01% 1737
2014
Q1 		$61K Sell
3,625
-75
-2% -$1.24K ﹤0.01% 1685
2013
Q4 		$60K Buy
3,700
+1,700
+85% +$23.6K ﹤0.01% 1487
2013
Q3 		$25K Hold
2,000
– – ﹤0.01% 1980
2013
Q2 		$26K Buy
+2,000
New +$22.4K ﹤0.01% 1777

Other funds holding ZINC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM

Creative Planning's ZINC Position: Q1 2016 in Review

Creative Planning sold out of HORSEHEAD HLDG CORP COM STK (DE) (ZINC) in Q1 2016, closing a stake of 3,500 shares — an estimated $7K sold.

Creative Planning first reported a position in ZINC in Q2 2013 and held it in 11 quarters. The position peaked at $188K in Q2 2015. 8 funds tracked by Wall St. Rank hold ZINC as of Q1 2016.

  • Creative Planning reported no remaining HORSEHEAD HLDG CORP COM STK (DE) position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 3,500 HORSEHEAD HLDG CORP COM STK (DE) shares in Q1 2016, an estimated $7K.
  • Creative Planning first reported a position in HORSEHEAD HLDG CORP COM STK (DE) in Q2 2013 and held it in 11 quarters.
  • Creative Planning's HORSEHEAD HLDG CORP COM STK (DE) position peaked at $188K in Q2 2015.
  • 8 funds tracked by Wall St. Rank held HORSEHEAD HLDG CORP COM STK (DE) as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.