Elite Wealth Management’s Zillow Z Stock Holding History

Elite Wealth Management’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 Q1	–	Sell	-48,150	Closed	-$1.52M	–	47
2018 Q4	$1.52M	Buy	48,150 +797	+2%	+$28.3K	1.48%	16
2018 Q3	$2.1M	Sell	47,353 -171	-0.4%	-$8.92K	0.45%	17
2018 Q2	$2.81M	Buy	47,524 +2,193	+5%	+$122K	1%	11
2018 Q1	$2.44M	Buy	45,331 +2,337	+5%	+$113K	2%	10
2017 Q4	$1.76M	Buy	+42,994	New	+$1.77M	1.48%	17
2016 Q3	$4K	Buy	+128	New	+$4.58K	0.01%	171

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

Elite Wealth Management's Z Position: Q1 2019 in Review

Elite Wealth Management sold out of Zillow (Z) in Q1 2019, closing a stake of 48,150 shares — an estimated $1.52M sold.

Elite Wealth Management first reported a position in Z in Q3 2016 and held it in 6 quarters. The position peaked at $2.81M in Q2 2018. 280 funds tracked by Wall St. Rank hold Z as of Q1 2019.

Elite Wealth Management reported no remaining Zillow position as of Q1 2019 after selling out during the quarter.
Elite Wealth Management sold 48,150 Zillow shares in Q1 2019, an estimated $1.52M.
Elite Wealth Management first reported a position in Zillow in Q3 2016 and held it in 6 quarters.
Elite Wealth Management's Zillow position peaked at $2.81M in Q2 2018.
280 funds tracked by Wall St. Rank held Zillow as of Q1 2019.

Based on Elite Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.