First Allied Advisory Services’s Zillow ZG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$368K Buy
+3,621
New +$282K 0.01% 825
2015
Q2
Sell
-5,820
Closed -$204K 1187
2015
Q1
$204K Buy
+5,820
New +$206K 0.01% 961
2013
Q3
Sell
-39,693
Closed -$749K 1056
2013
Q2
$749K Buy
+39,693
New +$734K 0.06% 338

Other funds holding ZG

First Allied Advisory Services's ZG Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Zillow (ZG) in Q3 2020: 3,621 shares worth $368K. The stake represents 0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in ZG as recently as Q1 2015.

First Allied Advisory Services first reported a position in ZG in Q2 2013 and has held it in 3 quarters since. The position peaked at $749K in Q2 2013. 253 funds tracked by Wall St. Rank hold ZG as of Q3 2020.

  • First Allied Advisory Services held 3,621 shares of Zillow worth $368K as of Q3 2020.
  • Zillow was a new First Allied Advisory Services position in Q3 2020.
  • Zillow made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #825 holding.
  • First Allied Advisory Services first reported a position in Zillow in Q2 2013 and has held it in 3 quarters since.
  • First Allied Advisory Services's Zillow position peaked at $749K in Q2 2013.
  • 253 funds tracked by Wall St. Rank held Zillow as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.