AIM
ZOES

Arcadia Investment Management’s Zoe's Kitchen, Inc. ZOES Stock Holding History

Arcadia Investment Management’s Portfolio ZOES Stock Details ZOES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-449
Closed -$8K – 463
2017
Q1 		$8K Buy
+449
New +$9.19K ﹤0.01% 385

Other funds holding ZOES

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arcadia Investment Management's ZOES Position: Q2 2017 in Review

Arcadia Investment Management sold out of Zoe's Kitchen, Inc. (ZOES) in Q2 2017, closing a stake of 449 shares — an estimated $8K sold.

Arcadia Investment Management first reported a position in ZOES in Q1 2017 and held it in 1 quarter. The position peaked at $8K in Q1 2017. 105 funds tracked by Wall St. Rank hold ZOES as of Q2 2017.

  • Arcadia Investment Management reported no remaining Zoe's Kitchen, Inc. position as of Q2 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 449 Zoe's Kitchen, Inc. shares in Q2 2017, an estimated $8K.
  • Arcadia Investment Management first reported a position in Zoe's Kitchen, Inc. in Q1 2017 and held it in 1 quarter.
  • Arcadia Investment Management's Zoe's Kitchen, Inc. position peaked at $8K in Q1 2017.
  • 105 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q2 2017.

Based on Arcadia Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.