Evercore Wealth Management’s Zumiez ZUMZ Stock Holding History

Evercore Wealth Management’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,000	Closed	-$21K	–	824
2017 Q4	$21K	Hold	1,000	–	–	﹤0.01%	726
2017 Q3	$18K	Hold	1,000	–	–	﹤0.01%	729
2017 Q2	$12K	Hold	1,000	–	–	﹤0.01%	802
2017 Q1	$18K	Hold	1,000	–	–	﹤0.01%	773
2016 Q4	$22K	Hold	1,000	–	–	﹤0.01%	742
2016 Q3	$18K	Hold	1,000	–	–	﹤0.01%	792
2016 Q2	$14K	Hold	1,000	–	–	﹤0.01%	813
2016 Q1	$20K	Hold	1,000	–	–	﹤0.01%	728
2015 Q4	$15K	Hold	1,000	–	–	﹤0.01%	812
2015 Q3	$16K	Hold	1,000	–	–	﹤0.01%	782
2015 Q2	$27K	Hold	1,000	–	–	﹤0.01%	740
2015 Q1	$40K	Hold	1,000	–	–	﹤0.01%	665
2014 Q4	$39K	Hold	1,000	–	–	﹤0.01%	579
2014 Q3	$28K	Hold	1,000	–	–	﹤0.01%	688
2014 Q2	$28K	Hold	1,000	–	–	﹤0.01%	692
2014 Q1	$24K	Hold	1,000	–	–	﹤0.01%	719
2013 Q4	$26K	Hold	1,000	–	–	﹤0.01%	649
2013 Q3	$28K	Hold	1,000	–	–	﹤0.01%	636
2013 Q2	$29K	Buy	+1,000	New	+$29.1K	﹤0.01%	626

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MCM

Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Evercore Wealth Management's ZUMZ Position: Q1 2018 in Review

Evercore Wealth Management sold out of Zumiez (ZUMZ) in Q1 2018, closing a stake of 1,000 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in ZUMZ in Q2 2013 and held it in 19 quarters. The position peaked at $40K in Q1 2015. 158 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2018.

Evercore Wealth Management reported no remaining Zumiez position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,000 Zumiez shares in Q1 2018, an estimated $21K.
Evercore Wealth Management first reported a position in Zumiez in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Zumiez position peaked at $40K in Q1 2015.
158 funds tracked by Wall St. Rank held Zumiez as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.