BAMCO Inc
ZU

BAMCO Inc’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History

BAMCO Inc’s Portfolio ZU Stock Details ZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-390,238
Closed -$16.2M – 378
2013
Q4 		$16.2M Buy
+390,238
New +$14.9M 0.07% 203

Other funds holding ZU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

BAMCO Inc's ZU Position: Q1 2014 in Review

BAMCO Inc sold out of ZULILY INC CLASS A COMMON STOCK (ZU) in Q1 2014, closing a stake of 390,238 shares — an estimated $16.2M sold.

BAMCO Inc first reported a position in ZU in Q4 2013 and held it in 1 quarter. The position peaked at $16.2M in Q4 2013. 116 funds tracked by Wall St. Rank hold ZU as of Q1 2014.

  • BAMCO Inc reported no remaining ZULILY INC CLASS A COMMON STOCK position as of Q1 2014 after selling out during the quarter.
  • BAMCO Inc sold 390,238 ZULILY INC CLASS A COMMON STOCK shares in Q1 2014, an estimated $16.2M.
  • BAMCO Inc first reported a position in ZULILY INC CLASS A COMMON STOCK in Q4 2013 and held it in 1 quarter.
  • BAMCO Inc's ZULILY INC CLASS A COMMON STOCK position peaked at $16.2M in Q4 2013.
  • 116 funds tracked by Wall St. Rank held ZULILY INC CLASS A COMMON STOCK as of Q1 2014.

Based on BAMCO Inc's 13F filing for Q1 2014, filed 15 May 2014.