Boston Advisors’s Zumiez ZUMZ Stock Holding History

Boston Advisors’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-196,710	Closed	-$3.08M	–	751
2015 Q3	$3.08M	Buy	+196,710	New	+$4.49M	0.12%	220

Other funds holding ZUMZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LCP

Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Advisors's ZUMZ Position: Q4 2015 in Review

Boston Advisors sold out of Zumiez (ZUMZ) in Q4 2015, closing a stake of 196,710 shares — an estimated $3.08M sold.

Boston Advisors first reported a position in ZUMZ in Q3 2015 and held it in 1 quarter. The position peaked at $3.08M in Q3 2015. 129 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2015.

Boston Advisors reported no remaining Zumiez position as of Q4 2015 after selling out during the quarter.
Boston Advisors sold 196,710 Zumiez shares in Q4 2015, an estimated $3.08M.
Boston Advisors first reported a position in Zumiez in Q3 2015 and held it in 1 quarter.
Boston Advisors's Zumiez position peaked at $3.08M in Q3 2015.
129 funds tracked by Wall St. Rank held Zumiez as of Q4 2015.

Based on Boston Advisors's 13F filing for Q4 2015, filed 20 Jan 2016.