FMII
ZU

Farmers & Merchants Investments Inc’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-500
Closed -$20K – 726
2014
Q2 		$20K Hold
500
– – ﹤0.01% 398
2014
Q1 		$25K Hold
500
– – ﹤0.01% 369
2013
Q4 		$21K Buy
+500
New +$19.1K ﹤0.01% 393

Other funds holding ZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Farmers & Merchants Investments Inc's ZU Position: Q3 2014 in Review

Farmers & Merchants Investments Inc sold out of ZULILY INC CLASS A COMMON STOCK (ZU) in Q3 2014, closing a stake of 500 shares — an estimated $20K sold.

Farmers & Merchants Investments Inc first reported a position in ZU in Q4 2013 and held it in 3 quarters. The position peaked at $25K in Q1 2014. 125 funds tracked by Wall St. Rank hold ZU as of Q3 2014.

  • Farmers & Merchants Investments Inc reported no remaining ZULILY INC CLASS A COMMON STOCK position as of Q3 2014 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 500 ZULILY INC CLASS A COMMON STOCK shares in Q3 2014, an estimated $20K.
  • Farmers & Merchants Investments Inc first reported a position in ZULILY INC CLASS A COMMON STOCK in Q4 2013 and held it in 3 quarters.
  • Farmers & Merchants Investments Inc's ZULILY INC CLASS A COMMON STOCK position peaked at $25K in Q1 2014.
  • 125 funds tracked by Wall St. Rank held ZULILY INC CLASS A COMMON STOCK as of Q3 2014.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2014, filed 24 Oct 2014.