Advisor Group’s Zoe's Kitchen, Inc. ZOES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-80
Closed -$1K 5408
2018
Q3
$1K Hold
80
﹤0.01% 5060
2018
Q2
$1K Hold
80
﹤0.01% 4886
2018
Q1
$1K Sell
80
-1,300
-94% -$19.5K ﹤0.01% 4907
2017
Q4
$23K Sell
1,380
-1,600
-54% -$22.4K ﹤0.01% 3645
2017
Q3
$38K Sell
2,980
-200
-6% -$2.44K ﹤0.01% 3149
2017
Q2
$38K Hold
3,180
﹤0.01% 3034
2017
Q1
$58K Hold
3,180
﹤0.01% 2596
2016
Q4
$76K Sell
3,180
-919
-22% -$21.7K ﹤0.01% 2265
2016
Q3
$92K Buy
4,099
+17
+0.4% +$539 ﹤0.01% 2065
2016
Q2
$147K Buy
+4,082
New +$153K ﹤0.01% 1675

Advisor Group's ZOES Position: Q4 2018 in Review

Advisor Group sold out of Zoe's Kitchen, Inc. (ZOES) in Q4 2018, closing a stake of 80 shares — an estimated $1K sold.

Advisor Group first reported a position in ZOES in Q2 2016 and held it in 10 quarters. The position peaked at $147K in Q2 2016. 0 funds tracked by Wall St. Rank hold ZOES as of Q4 2018.

  • Advisor Group reported no remaining Zoe's Kitchen, Inc. position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 80 Zoe's Kitchen, Inc. shares in Q4 2018, an estimated $1K.
  • Advisor Group first reported a position in Zoe's Kitchen, Inc. in Q2 2016 and held it in 10 quarters.
  • Advisor Group's Zoe's Kitchen, Inc. position peaked at $147K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.