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	-50	Closed	-$1K	–	4838
2015 Q3	$1K	Buy	+50	New	+$775	﹤0.01%	4253
2015 Q2	–	Sell	-78	Closed	-$1K	–	3996
2015 Q1	$1K	Buy	78 +28	+56%	+$464	﹤0.01%	4153
2014 Q4	$1K	Hold	50	–	–	﹤0.01%	4087
2014 Q3	$2K	Hold	50	–	–	﹤0.01%	3758
2014 Q2	$2K	Hold	50	–	–	﹤0.01%	3587
2014 Q1	$3K	Hold	50	–	–	﹤0.01%	3317
2013 Q4	$2K	Buy	+50	New	+$1.92K	﹤0.01%	3167

Creative Planning's ZU Position: Q4 2015 in Review

Creative Planning sold out of ZULILY INC CLASS A COMMON STOCK (ZU) in Q4 2015, closing a stake of 50 shares — an estimated $1K sold.

Creative Planning first reported a position in ZU in Q4 2013 and held it in 7 quarters. The position peaked at $3K in Q1 2014. 0 funds tracked by Wall St. Rank hold ZU as of Q4 2015.

Creative Planning reported no remaining ZULILY INC CLASS A COMMON STOCK position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 50 ZULILY INC CLASS A COMMON STOCK shares in Q4 2015, an estimated $1K.
Creative Planning first reported a position in ZULILY INC CLASS A COMMON STOCK in Q4 2013 and held it in 7 quarters.
Creative Planning's ZULILY INC CLASS A COMMON STOCK position peaked at $3K in Q1 2014.
0 funds tracked by Wall St. Rank held ZULILY INC CLASS A COMMON STOCK as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.