Creative Planning’s ZEP INC COM STK (DE) ZEP Stock Holding History

Creative Planning’s Portfolio ZEP Stock Details ZEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,264	Closed	-$22K	–	4045
2015 Q1	$22K	Sell	1,264 -134	-10%	-$2.19K	﹤0.01%	2665
2014 Q4	$21K	Hold	1,398	–	–	﹤0.01%	2630
2014 Q3	$20K	Buy	1,398 +583	+72%	+$9.3K	﹤0.01%	2560
2014 Q2	$14K	Buy	815 +297	+57%	+$5.22K	﹤0.01%	2720
2014 Q1	$9K	Hold	518	–	–	﹤0.01%	2827
2013 Q4	$9K	Hold	518	–	–	﹤0.01%	2640
2013 Q3	$8K	Buy	518 +85	+20%	+$1.2K	﹤0.01%	2582
2013 Q2	$7K	Buy	+433	New	+$6.8K	﹤0.01%	2445

Creative Planning's ZEP Position: Q2 2015 in Review

Creative Planning sold out of ZEP INC COM STK (DE) (ZEP) in Q2 2015, closing a stake of 1,264 shares — an estimated $22K sold.

Creative Planning first reported a position in ZEP in Q2 2013 and held it in 8 quarters. The position peaked at $22K in Q1 2015. 0 funds tracked by Wall St. Rank hold ZEP as of Q2 2015.

Creative Planning reported no remaining ZEP INC COM STK (DE) position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 1,264 ZEP INC COM STK (DE) shares in Q2 2015, an estimated $22K.
Creative Planning first reported a position in ZEP INC COM STK (DE) in Q2 2013 and held it in 8 quarters.
Creative Planning's ZEP INC COM STK (DE) position peaked at $22K in Q1 2015.
0 funds tracked by Wall St. Rank held ZEP INC COM STK (DE) as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.