Creative Planning
ZX

Creative Planning’s China Zenix Auto Internatl Ltd ZX Stock Holding History

Creative Planning’s Portfolio ZX Stock Details ZX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000
Closed -$3K – 4194
2014
Q1 		$3K Buy
+1,000
New +$2.67K ﹤0.01% 3330

Other funds holding ZX

QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's ZX Position: Q2 2014 in Review

Creative Planning sold out of China Zenix Auto Internatl Ltd (ZX) in Q2 2014, closing a stake of 1,000 shares — an estimated $3K sold.

Creative Planning first reported a position in ZX in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 11 funds tracked by Wall St. Rank hold ZX as of Q2 2014.

  • Creative Planning reported no remaining China Zenix Auto Internatl Ltd position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 1,000 China Zenix Auto Internatl Ltd shares in Q2 2014, an estimated $3K.
  • Creative Planning first reported a position in China Zenix Auto Internatl Ltd in Q1 2014 and held it in 1 quarter.
  • Creative Planning's China Zenix Auto Internatl Ltd position peaked at $3K in Q1 2014.
  • 11 funds tracked by Wall St. Rank held China Zenix Auto Internatl Ltd as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.