Financial Architects (New Jersey)’s Zumiez ZUMZ Stock Holding History

Financial Architects (New Jersey)’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	-1,600	Closed	-$33K	–	1616
2017 Q4	$33K	Hold	1,600	–	–	0.01%	815
2017 Q3	$29K	Hold	1,600	–	–	0.01%	866
2017 Q2	$20K	Sell	1,600 -50	-3%	-$764	﹤0.01%	957
2017 Q1	$30K	Buy	+1,650	New	+$32.3K	0.01%	828

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

Financial Architects (New Jersey)'s ZUMZ Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Zumiez (ZUMZ) in Q1 2018, closing a stake of 1,600 shares — an estimated $33K sold.

Financial Architects (New Jersey) first reported a position in ZUMZ in Q1 2017 and held it in 4 quarters. The position peaked at $33K in Q4 2017. 158 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Zumiez position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,600 Zumiez shares in Q1 2018, an estimated $33K.
Financial Architects (New Jersey) first reported a position in Zumiez in Q1 2017 and held it in 4 quarters.
Financial Architects (New Jersey)'s Zumiez position peaked at $33K in Q4 2017.
158 funds tracked by Wall St. Rank held Zumiez as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.