IWMPD
ZEP

Integrated Wealth Management (Palm Desert)’s ZEP INC COM STK (DE) ZEP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-19
Closed – – 1559
2015
Q1 		$0 Buy
+19
New +$310 ﹤0.01% 1425

Integrated Wealth Management (Palm Desert)'s ZEP Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of ZEP INC COM STK (DE) (ZEP) in Q2 2015, closing a stake of 19 shares.

Integrated Wealth Management (Palm Desert) first reported a position in ZEP in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 0 funds tracked by Wall St. Rank hold ZEP as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining ZEP INC COM STK (DE) position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 19 ZEP INC COM STK (DE) shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in ZEP INC COM STK (DE) in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s ZEP INC COM STK (DE) position peaked at $0 in Q1 2015.
  • 0 funds tracked by Wall St. Rank held ZEP INC COM STK (DE) as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.