PMFA
ZEP

Plante Moran Financial Advisors’s ZEP INC COM STK (DE) ZEP Stock Holding History

Plante Moran Financial Advisors’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
2014
Q3 		– Sell
-300
Closed -$5K – 907
2014
Q2 		$5K Buy
+300
New +$5.27K ﹤0.01% 683

Other funds holding ZEP

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Plante Moran Financial Advisors's ZEP Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of ZEP INC COM STK (DE) (ZEP) in Q3 2014, closing a stake of 300 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in ZEP in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 119 funds tracked by Wall St. Rank hold ZEP as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining ZEP INC COM STK (DE) position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 300 ZEP INC COM STK (DE) shares in Q3 2014, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in ZEP INC COM STK (DE) in Q2 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's ZEP INC COM STK (DE) position peaked at $5K in Q2 2014.
  • 119 funds tracked by Wall St. Rank held ZEP INC COM STK (DE) as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.