LPL Financial
DZSI

LPL Financial’s DZS Inc. Common Stock DZSI Stock Holding History

LPL Financial’s Portfolio DZSI Stock Details DZSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,001
Closed -$30K – 2714
2013
Q3 		$30K Buy
+2,001
New +$25K ﹤0.01% 2510

Other funds holding DZSI

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

LPL Financial's DZSI Position: Q4 2013 in Review

LPL Financial sold out of DZS Inc. Common Stock (DZSI) in Q4 2013, closing a stake of 2,001 shares — an estimated $30K sold.

LPL Financial first reported a position in DZSI in Q3 2013 and held it in 1 quarter. The position peaked at $30K in Q3 2013. 45 funds tracked by Wall St. Rank hold DZSI as of Q4 2013.

  • LPL Financial reported no remaining DZS Inc. Common Stock position as of Q4 2013 after selling out during the quarter.
  • LPL Financial sold 2,001 DZS Inc. Common Stock shares in Q4 2013, an estimated $30K.
  • LPL Financial first reported a position in DZS Inc. Common Stock in Q3 2013 and held it in 1 quarter.
  • LPL Financial's DZS Inc. Common Stock position peaked at $30K in Q3 2013.
  • 45 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q4 2013.

Based on LPL Financial's 13F filing for Q4 2013, filed 13 Feb 2014.