Creative Planning’s EPIQ SYSTEMS INC EPIQ Stock Holding History

Creative Planning’s Portfolio EPIQ Stock Details EPIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-113	Closed	-$2K	–	5084
2016 Q3	$2K	Buy	+113	New	+$1.8K	﹤0.01%	4324
2016 Q1	–	Sell	-225	Closed	-$3K	–	4728
2015 Q4	$3K	Buy	+225	New	+$3.03K	﹤0.01%	3970
2015 Q2	–	Sell	-1,103	Closed	-$20K	–	3822
2015 Q1	$20K	Buy	1,103 +91	+9%	+$1.59K	﹤0.01%	2734
2014 Q4	$17K	Buy	+1,012	New	+$17.1K	﹤0.01%	2798

Creative Planning's EPIQ Position: Q4 2016 in Review

Creative Planning sold out of EPIQ SYSTEMS INC (EPIQ) in Q4 2016, closing a stake of 113 shares — an estimated $2K sold.

Creative Planning first reported a position in EPIQ in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q1 2015. 1 fund tracked by Wall St. Rank holds EPIQ as of Q4 2016.

Creative Planning reported no remaining EPIQ SYSTEMS INC position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 113 EPIQ SYSTEMS INC shares in Q4 2016, an estimated $2K.
Creative Planning first reported a position in EPIQ SYSTEMS INC in Q4 2014 and held it in 4 quarters.
Creative Planning's EPIQ SYSTEMS INC position peaked at $20K in Q1 2015.
1 fund tracked by Wall St. Rank held EPIQ SYSTEMS INC as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.