AIM
Z icon

Assured Investment Management’s Zillow Z Stock Holding History

Assured Investment Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,190
Closed -$329K – 675
2017
Q3 		$329K Buy
+8,190
New +$346K 0.01% 524

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Assured Investment Management's Z Position: Q4 2017 in Review

Assured Investment Management sold out of Zillow (Z) in Q4 2017, closing a stake of 8,190 shares — an estimated $329K sold.

Assured Investment Management first reported a position in Z in Q3 2017 and held it in 1 quarter. The position peaked at $329K in Q3 2017. 200 funds tracked by Wall St. Rank hold Z as of Q4 2017.

  • Assured Investment Management reported no remaining Zillow position as of Q4 2017 after selling out during the quarter.
  • Assured Investment Management sold 8,190 Zillow shares in Q4 2017, an estimated $329K.
  • Assured Investment Management first reported a position in Zillow in Q3 2017 and held it in 1 quarter.
  • Assured Investment Management's Zillow position peaked at $329K in Q3 2017.
  • 200 funds tracked by Wall St. Rank held Zillow as of Q4 2017.

Based on Assured Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.