WP
ZEP

WealthPLAN Partners’s ZEP INC COM STK (DE) ZEP Stock Holding History

WealthPLAN Partners’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
-42
Closed -$1K – 549
2015
Q1 		$1K Buy
+42
New +$685 ﹤0.01% 529

WealthPLAN Partners's ZEP Position: Q2 2015 in Review

WealthPLAN Partners sold out of ZEP INC COM STK (DE) (ZEP) in Q2 2015, closing a stake of 42 shares — an estimated $1K sold.

WealthPLAN Partners first reported a position in ZEP in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 0 funds tracked by Wall St. Rank hold ZEP as of Q2 2015.

  • WealthPLAN Partners reported no remaining ZEP INC COM STK (DE) position as of Q2 2015 after selling out during the quarter.
  • WealthPLAN Partners sold 42 ZEP INC COM STK (DE) shares in Q2 2015, an estimated $1K.
  • WealthPLAN Partners first reported a position in ZEP INC COM STK (DE) in Q1 2015 and held it in 1 quarter.
  • WealthPLAN Partners's ZEP INC COM STK (DE) position peaked at $1K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held ZEP INC COM STK (DE) as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.