Broadview Advisors’s lululemon athletica LULU Stock Holding History

Broadview Advisors’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
2016 Q3	–	Sell	-107,750	Closed	-$7.96M	–	102
2016 Q2	$7.96M	Sell	107,750 -20,400	-16%	-$1.35M	1.19%	35
2016 Q1	$8.68M	Sell	128,150 -93,650	-42%	-$5.62M	1.25%	31
2015 Q4	$11.6M	Sell	221,800 -5,100	-2%	-$257K	1.64%	24
2015 Q3	$11.5M	Buy	226,900 +1,325	+0.6%	+$80.8K	1.59%	25
2015 Q2	$14.7M	Sell	225,575 -42,300	-16%	-$2.75M	1.55%	22
2015 Q1	$17.1M	Sell	267,875 -13,550	-5%	-$868K	1.7%	15
2014 Q4	$15.7M	Buy	281,425 +500	+0.2%	+$22.8K	1.6%	27
2014 Q3	$11.8M	Buy	280,925 +44,000	+19%	+$1.77M	1.29%	36
2014 Q2	$9.59M	Sell	236,925 -50	-0%	-$2.28K	0.93%	50
2014 Q1	$12.5M	Buy	+236,975	New	+$11.8M	1.25%	35

Other funds holding LULU

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

BIT

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

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Broadview Advisors's LULU Position: Q3 2016 in Review

Broadview Advisors sold out of lululemon athletica (LULU) in Q3 2016, closing a stake of 107,750 shares — an estimated $7.96M sold.

Broadview Advisors first reported a position in LULU in Q1 2014 and held it in 10 quarters. The position peaked at $17.1M in Q1 2015. 360 funds tracked by Wall St. Rank hold LULU as of Q3 2016.

Broadview Advisors reported no remaining lululemon athletica position as of Q3 2016 after selling out during the quarter.
Broadview Advisors sold 107,750 lululemon athletica shares in Q3 2016, an estimated $7.96M.
Broadview Advisors first reported a position in lululemon athletica in Q1 2014 and held it in 10 quarters.
Broadview Advisors's lululemon athletica position peaked at $17.1M in Q1 2015.
360 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2016.

Based on Broadview Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.