Creative Planning’s ZIP REALTY, INC ZIPR Stock Holding History

Creative Planning’s Portfolio ZIPR Stock Details ZIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-500	Closed	-$3K	–	3639
2013 Q3	$3K	Buy	+500	New	+$2.08K	﹤0.01%	2949

Other funds holding ZIPR

Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BRCA

Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Creative Planning's ZIPR Position: Q4 2013 in Review

Creative Planning sold out of ZIP REALTY, INC (ZIPR) in Q4 2013, closing a stake of 500 shares — an estimated $3K sold.

Creative Planning first reported a position in ZIPR in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 35 funds tracked by Wall St. Rank hold ZIPR as of Q4 2013.

Creative Planning reported no remaining ZIP REALTY, INC position as of Q4 2013 after selling out during the quarter.
Creative Planning sold 500 ZIP REALTY, INC shares in Q4 2013, an estimated $3K.
Creative Planning first reported a position in ZIP REALTY, INC in Q3 2013 and held it in 1 quarter.
Creative Planning's ZIP REALTY, INC position peaked at $3K in Q3 2013.
35 funds tracked by Wall St. Rank held ZIP REALTY, INC as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.