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Counsel Portfolio Services’s lululemon athletica LULU Stock Holding History

Counsel Portfolio Services’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
2013
Q4 		– Sell
-37,622
Closed -$2.75K – 317
2013
Q3 		$2.75K Buy
+37,622
New +$2.62M 0.14% 99

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Counsel Portfolio Services's LULU Position: Q4 2013 in Review

Counsel Portfolio Services sold out of lululemon athletica (LULU) in Q4 2013, closing a stake of 37,622 shares — an estimated $2.75K sold.

Counsel Portfolio Services first reported a position in LULU in Q3 2013 and held it in 1 quarter. The position peaked at $2.75K in Q3 2013. 302 funds tracked by Wall St. Rank hold LULU as of Q4 2013.

  • Counsel Portfolio Services reported no remaining lululemon athletica position as of Q4 2013 after selling out during the quarter.
  • Counsel Portfolio Services sold 37,622 lululemon athletica shares in Q4 2013, an estimated $2.75K.
  • Counsel Portfolio Services first reported a position in lululemon athletica in Q3 2013 and held it in 1 quarter.
  • Counsel Portfolio Services's lululemon athletica position peaked at $2.75K in Q3 2013.
  • 302 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2013.

Based on Counsel Portfolio Services's 13F filing for Q4 2013, filed 3 Feb 2014.