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Aviance Capital Management’s lululemon athletica LULU Stock Holding History

Aviance Capital Management’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-220
Closed -$13K – 357
2013
Q4 		$13K Sell
220
-528
-71% -$36.2K 0.01% 321
2013
Q3 		$55K Sell
748
-485
-39% -$33.8K 0.03% 205
2013
Q2 		$81K Buy
+1,233
New +$89.4K 0.04% 200

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Aviance Capital Management's LULU Position: Q1 2014 in Review

Aviance Capital Management sold out of lululemon athletica (LULU) in Q1 2014, closing a stake of 220 shares — an estimated $13K sold.

Aviance Capital Management first reported a position in LULU in Q2 2013 and held it in 3 quarters. The position peaked at $81K in Q2 2013. 309 funds tracked by Wall St. Rank hold LULU as of Q1 2014.

  • Aviance Capital Management reported no remaining lululemon athletica position as of Q1 2014 after selling out during the quarter.
  • Aviance Capital Management sold 220 lululemon athletica shares in Q1 2014, an estimated $13K.
  • Aviance Capital Management first reported a position in lululemon athletica in Q2 2013 and held it in 3 quarters.
  • Aviance Capital Management's lululemon athletica position peaked at $81K in Q2 2013.
  • 309 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2014.

Based on Aviance Capital Management's 13F filing for Q1 2014, filed 15 May 2014.