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Brighton Jones LLC’s Zumiez ZUMZ Stock Holding History

Brighton Jones LLC’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
2016
Q2 		– Sell
-16,153
Closed -$272K – 215
2016
Q1 		$272K Hold
16,153
– – 0.05% 167
2015
Q4 		$244K Hold
16,153
– – 0.05% 170
2015
Q3 		$252K Buy
+16,153
New +$368K 0.05% 162

Other funds holding ZUMZ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Brighton Jones LLC's ZUMZ Position: Q2 2016 in Review

Brighton Jones LLC sold out of Zumiez (ZUMZ) in Q2 2016, closing a stake of 16,153 shares — an estimated $272K sold.

Brighton Jones LLC first reported a position in ZUMZ in Q3 2015 and held it in 3 quarters. The position peaked at $272K in Q1 2016. 125 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2016.

  • Brighton Jones LLC reported no remaining Zumiez position as of Q2 2016 after selling out during the quarter.
  • Brighton Jones LLC sold 16,153 Zumiez shares in Q2 2016, an estimated $272K.
  • Brighton Jones LLC first reported a position in Zumiez in Q3 2015 and held it in 3 quarters.
  • Brighton Jones LLC's Zumiez position peaked at $272K in Q1 2016.
  • 125 funds tracked by Wall St. Rank held Zumiez as of Q2 2016.

Based on Brighton Jones LLC's 13F filing for Q2 2016, filed 3 Aug 2016.