Envestnet Asset Management
ZU

Envestnet Asset Management’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History

Envestnet Asset Management’s Portfolio ZU Stock Details ZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$8K – 2895
2014
Q3 		$8K Buy
+200
New +$7.24K ﹤0.01% 2212

Other funds holding ZU

MGPI
Maveron General Partner IV Seattle, Washington $8K AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Envestnet Asset Management's ZU Position: Q4 2014 in Review

Envestnet Asset Management sold out of ZULILY INC CLASS A COMMON STOCK (ZU) in Q4 2014, closing a stake of 200 shares — an estimated $8K sold.

Envestnet Asset Management first reported a position in ZU in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 122 funds tracked by Wall St. Rank hold ZU as of Q4 2014.

  • Envestnet Asset Management reported no remaining ZULILY INC CLASS A COMMON STOCK position as of Q4 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 200 ZULILY INC CLASS A COMMON STOCK shares in Q4 2014, an estimated $8K.
  • Envestnet Asset Management first reported a position in ZULILY INC CLASS A COMMON STOCK in Q3 2014 and held it in 1 quarter.
  • Envestnet Asset Management's ZULILY INC CLASS A COMMON STOCK position peaked at $8K in Q3 2014.
  • 122 funds tracked by Wall St. Rank held ZULILY INC CLASS A COMMON STOCK as of Q4 2014.

Based on Envestnet Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.