Creative Planning
ZU

Creative Planning’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History

Creative Planning’s Portfolio ZU Stock Details ZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
2015
Q3 		$1K Buy
2015
Q2 		– Sell
2015
Q1 		$1K Buy
2014
Q4 		$1K Hold
2014
Q3 		$2K Hold
2014
Q2 		$2K Hold
2014
Q1 		$3K Hold
2013
Q4 		$2K Buy