Creative Planning
EPAY

Creative Planning’s Bottomline Technologies Inc EPAY Stock Holding History

Creative Planning’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-400
Closed -$10K – 5001
2016
Q4 		$10K Sell
400
-102
-20% -$2.42K ﹤0.01% 3572
2016
Q3 		$12K Buy
+502
New +$11K ﹤0.01% 3424
2014
Q4 		– Sell
-4,500
Closed -$124K – 4404
2014
Q3 		$124K Hold
4,500
– – ﹤0.01% 1336
2014
Q2 		$135K Hold
4,500
– – ﹤0.01% 1246
2014
Q1 		$158K Hold
4,500
– – ﹤0.01% 1121
2013
Q4 		$163K Hold
4,500
– – ﹤0.01% 953
2013
Q3 		$125K Hold
4,500
– – ﹤0.01% 981
2013
Q2 		$114K Buy
+4,500
New +$120K ﹤0.01% 921

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