Creative Planning
ZOLT

Creative Planning’s ZOLTEK COMPANIES INC ZOLT Stock Holding History

Creative Planning’s Portfolio ZOLT Stock Details ZOLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100
Closed -$2K – 3914
2013
Q4 		$2K Sell
100
-1,000
-91% -$16.7K ﹤0.01% 3174
2013
Q3 		$18K Buy
+1,100
New +$15.7K ﹤0.01% 2176

Creative Planning's ZOLT Position: Q1 2014 in Review

Creative Planning sold out of ZOLTEK COMPANIES INC (ZOLT) in Q1 2014, closing a stake of 100 shares — an estimated $2K sold.

Creative Planning first reported a position in ZOLT in Q3 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 0 funds tracked by Wall St. Rank hold ZOLT as of Q1 2014.

  • Creative Planning reported no remaining ZOLTEK COMPANIES INC position as of Q1 2014 after selling out during the quarter.
  • Creative Planning sold 100 ZOLTEK COMPANIES INC shares in Q1 2014, an estimated $2K.
  • Creative Planning first reported a position in ZOLTEK COMPANIES INC in Q3 2013 and held it in 2 quarters.
  • Creative Planning's ZOLTEK COMPANIES INC position peaked at $18K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held ZOLTEK COMPANIES INC as of Q1 2014.

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