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	–	4998
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	–	4403
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

Other funds holding EPAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Creative Planning's EPAY Position: Q1 2017 in Review

Creative Planning sold out of Bottomline Technologies Inc (EPAY) in Q1 2017, closing a stake of 400 shares — an estimated $10K sold.

Creative Planning first reported a position in EPAY in Q2 2013 and held it in 8 quarters. The position peaked at $163K in Q4 2013. 159 funds tracked by Wall St. Rank hold EPAY as of Q1 2017.

Creative Planning reported no remaining Bottomline Technologies Inc position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 400 Bottomline Technologies Inc shares in Q1 2017, an estimated $10K.
Creative Planning first reported a position in Bottomline Technologies Inc in Q2 2013 and held it in 8 quarters.
Creative Planning's Bottomline Technologies Inc position peaked at $163K in Q4 2013.
159 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.