Creative Planning
ZOOM

Creative Planning’s ZOOM TECHNOLOGIES INC COM STK (DELAWARE) ZOOM Stock Holding History

Creative Planning’s Portfolio ZOOM Stock Details ZOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed – – 3575
2013
Q2 		$0 Buy
+100
New +$436 ﹤0.01% 3215

Other funds holding ZOOM

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Creative Planning's ZOOM Position: Q3 2013 in Review

Creative Planning sold out of ZOOM TECHNOLOGIES INC COM STK (DELAWARE) (ZOOM) in Q3 2013, closing a stake of 100 shares.

Creative Planning first reported a position in ZOOM in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 6 funds tracked by Wall St. Rank hold ZOOM as of Q3 2013.

  • Creative Planning reported no remaining ZOOM TECHNOLOGIES INC COM STK (DELAWARE) position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 100 ZOOM TECHNOLOGIES INC COM STK (DELAWARE) shares in Q3 2013.
  • Creative Planning first reported a position in ZOOM TECHNOLOGIES INC COM STK (DELAWARE) in Q2 2013 and held it in 1 quarter.
  • Creative Planning's ZOOM TECHNOLOGIES INC COM STK (DELAWARE) position peaked at $0 in Q2 2013.
  • 6 funds tracked by Wall St. Rank held ZOOM TECHNOLOGIES INC COM STK (DELAWARE) as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.