JEW
ZOLT

Jamison Eaton & Wood’s ZOLTEK COMPANIES INC ZOLT Stock Holding History

Jamison Eaton & Wood’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
2013
Q4 		– Sell
-750
Closed -$13K – 243
2013
Q3 		$13K Buy
+750
New +$10.7K ﹤0.01% 223

Other funds holding ZOLT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AAA
Alpine Associates Advisors Englewood Cliffs, New Jersey $158M AUM 48.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jamison Eaton & Wood's ZOLT Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of ZOLTEK COMPANIES INC (ZOLT) in Q4 2013, closing a stake of 750 shares — an estimated $13K sold.

Jamison Eaton & Wood first reported a position in ZOLT in Q3 2013 and held it in 1 quarter. The position peaked at $13K in Q3 2013. 87 funds tracked by Wall St. Rank hold ZOLT as of Q4 2013.

  • Jamison Eaton & Wood reported no remaining ZOLTEK COMPANIES INC position as of Q4 2013 after selling out during the quarter.
  • Jamison Eaton & Wood sold 750 ZOLTEK COMPANIES INC shares in Q4 2013, an estimated $13K.
  • Jamison Eaton & Wood first reported a position in ZOLTEK COMPANIES INC in Q3 2013 and held it in 1 quarter.
  • Jamison Eaton & Wood's ZOLTEK COMPANIES INC position peaked at $13K in Q3 2013.
  • 87 funds tracked by Wall St. Rank held ZOLTEK COMPANIES INC as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.