Blue Bell Private Wealth Management’s Zoe's Kitchen, Inc. ZOES Stock Holding History

Blue Bell Private Wealth 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
2018 Q4	–	Sell	-375	Closed	-$5K	–	233
2018 Q3	$5K	Hold	375	–	–	﹤0.01%	195
2018 Q2	$4K	Hold	375	–	–	﹤0.01%	193
2018 Q1	$5K	Hold	375	–	–	﹤0.01%	196
2017 Q4	$6K	Hold	375	–	–	﹤0.01%	196
2017 Q3	$5K	Hold	375	–	–	﹤0.01%	205
2017 Q2	$4K	Hold	375	–	–	﹤0.01%	219
2017 Q1	$7K	Hold	375	–	–	﹤0.01%	196
2016 Q4	$9K	Hold	375	–	–	0.01%	203
2016 Q3	$9K	Hold	375	–	–	0.01%	362
2016 Q2	$14K	Hold	375	–	–	0.01%	334
2016 Q1	$15K	Hold	375	–	–	0.01%	326
2015 Q4	$10K	Hold	375	–	–	0.01%	375
2015 Q3	$15K	Hold	375	–	–	0.01%	339
2015 Q2	$15K	Hold	375	–	–	0.01%	344
2015 Q1	$12K	Hold	375	–	–	0.01%	358
2014 Q4	$11K	Buy	+375	New	+$12.1K	0.01%	371

Blue Bell Private Wealth Management's ZOES Position: Q4 2018 in Review

Blue Bell Private Wealth Management sold out of Zoe's Kitchen, Inc. (ZOES) in Q4 2018, closing a stake of 375 shares — an estimated $5K sold.

Blue Bell Private Wealth Management first reported a position in ZOES in Q4 2014 and held it in 16 quarters. The position peaked at $15K in Q1 2016. 0 funds tracked by Wall St. Rank hold ZOES as of Q4 2018.

Blue Bell Private Wealth Management reported no remaining Zoe's Kitchen, Inc. position as of Q4 2018 after selling out during the quarter.
Blue Bell Private Wealth Management sold 375 Zoe's Kitchen, Inc. shares in Q4 2018, an estimated $5K.
Blue Bell Private Wealth Management first reported a position in Zoe's Kitchen, Inc. in Q4 2014 and held it in 16 quarters.
Blue Bell Private Wealth Management's Zoe's Kitchen, Inc. position peaked at $15K in Q1 2016.
0 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q4 2018.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2018, filed 16 Jan 2019.