CFA
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Carroll Financial Associates’s Zillow Z Stock Holding History

Carroll Financial Associates’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-51
Closed -$2K – 1743
2019
Q2 		$2K Hold
51
– – ﹤0.01% 1400
2019
Q1 		$1K Buy
+51
New +$1.82K ﹤0.01% 1338

Other funds holding Z

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Vanguard Group
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SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Carroll Financial Associates's Z Position: Q3 2019 in Review

Carroll Financial Associates sold out of Zillow (Z) in Q3 2019, closing a stake of 51 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in Z in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 261 funds tracked by Wall St. Rank hold Z as of Q3 2019.

  • Carroll Financial Associates reported no remaining Zillow position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 51 Zillow shares in Q3 2019, an estimated $2K.
  • Carroll Financial Associates first reported a position in Zillow in Q1 2019 and held it in 2 quarters.
  • Carroll Financial Associates's Zillow position peaked at $2K in Q2 2019.
  • 261 funds tracked by Wall St. Rank held Zillow as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.