Creative Planning
ZN

Creative Planning’s Zion Oil & Gas, Inc. ZN Stock Holding History

Creative Planning’s Portfolio ZN Stock Details ZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,006
Closed -$3K – 2149
2019
Q3 		$3K Buy
+13,006
New +$4.19K ﹤0.01% 1943
2013
Q4 		– Sell
-100
Closed – – 3535
2013
Q3 		$0 Sell
100
-1,000
-91% -$2.07K ﹤0.01% 3404
2013
Q2 		$2K Buy
+1,100
New +$1.73K ﹤0.01% 2870

Other funds holding ZN

JFA
Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's ZN Position: Q4 2019 in Review

Creative Planning sold out of Zion Oil & Gas, Inc. (ZN) in Q4 2019, closing a stake of 13,006 shares — an estimated $3K sold.

Creative Planning first reported a position in ZN in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 51 funds tracked by Wall St. Rank hold ZN as of Q4 2019.

  • Creative Planning reported no remaining Zion Oil & Gas, Inc. position as of Q4 2019 after selling out during the quarter.
  • Creative Planning sold 13,006 Zion Oil & Gas, Inc. shares in Q4 2019, an estimated $3K.
  • Creative Planning first reported a position in Zion Oil & Gas, Inc. in Q2 2013 and held it in 3 quarters.
  • Creative Planning's Zion Oil & Gas, Inc. position peaked at $3K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held Zion Oil & Gas, Inc. as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.