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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-300
Closed -$3K 4112
2014
Q1
$3K Buy
+300
New +$14.5K ﹤0.01% 3316

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.