Financial Architects (New Jersey)’s Zoe's Kitchen, Inc. ZOES Stock Holding History

Financial Architects (New Jersey)’s Portfolio ZOES Stock Details ZOES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-80	Closed	-$1K	–	1665
2017 Q2	$1K	Hold	80	–	–	﹤0.01%	1498
2017 Q1	$1K	Hold	80	–	–	﹤0.01%	1549
2016 Q4	$2K	Hold	80	–	–	﹤0.01%	1322
2016 Q3	$2K	Hold	80	–	–	﹤0.01%	1375
2016 Q2	$3K	Hold	80	–	–	﹤0.01%	1261
2016 Q1	$3K	Buy	+80	New	+$2.52K	﹤0.01%	1010
2015 Q3	–	Sell	-1,380	Closed	-$56K	–	1087
2015 Q2	$56K	Buy	+1,380	New	+$48.1K	0.02%	417

Other funds holding ZOES

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

HAM

HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return

Financial Architects (New Jersey)'s ZOES Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Zoe's Kitchen, Inc. (ZOES) in Q3 2017, closing a stake of 80 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in ZOES in Q2 2015 and held it in 7 quarters. The position peaked at $56K in Q2 2015. 101 funds tracked by Wall St. Rank hold ZOES as of Q3 2017.

Financial Architects (New Jersey) reported no remaining Zoe's Kitchen, Inc. position as of Q3 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 80 Zoe's Kitchen, Inc. shares in Q3 2017, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Zoe's Kitchen, Inc. in Q2 2015 and held it in 7 quarters.
Financial Architects (New Jersey)'s Zoe's Kitchen, Inc. position peaked at $56K in Q2 2015.
101 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.