EWM
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Executive Wealth Management’s Zillow Z Stock Holding History

Executive 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
Q3 		– Sell
-90
Closed -$4K – 837
2019
Q2 		$4K Buy
90
+8
+10% +$319 ﹤0.01% 758
2019
Q1 		$3K Hold
82
– – ﹤0.01% 714
2018
Q4 		$3K Buy
+82
New +$2.91K ﹤0.01% 748

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Executive Wealth Management's Z Position: Q3 2019 in Review

Executive Wealth Management sold out of Zillow (Z) in Q3 2019, closing a stake of 90 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in Z in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 261 funds tracked by Wall St. Rank hold Z as of Q3 2019.

  • Executive Wealth Management reported no remaining Zillow position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 90 Zillow shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in Zillow in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Zillow position peaked at $4K in Q2 2019.
  • 261 funds tracked by Wall St. Rank held Zillow as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.