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Elite Wealth Management’s lululemon athletica LULU Stock Holding History

Elite Wealth Management’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 		$2K Buy
+31
New +$2.29K ﹤0.01% 206
2014
Q1 		– Sell
-17
Closed -$1K – 532
2013
Q4 		$1K Buy
17
+15
+750% +$1.03K ﹤0.01% 804
2013
Q3 		$0 Buy
+2
New +$139 ﹤0.01% 440

Other funds holding LULU

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elite Wealth Management's LULU Position: Q3 2016 in Review

Elite Wealth Management opened a new position in lululemon athletica (LULU) in Q3 2016: 31 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in LULU as recently as Q4 2013.

Elite Wealth Management first reported a position in LULU in Q3 2013 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold LULU as of Q3 2016.

  • Elite Wealth Management held 31 shares of lululemon athletica worth $2K as of Q3 2016.
  • lululemon athletica was a new Elite Wealth Management position in Q3 2016.
  • lululemon athletica made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #206 holding.
  • Elite Wealth Management first reported a position in lululemon athletica in Q3 2013 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.