First New York Securities’s lululemon athletica LULU Stock Holding History

First New York Securities’s Portfolio LULU Stock Details LULU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-9,650	Closed	-$405K	–	456
2014 Q3	$405K	Buy	+9,650	New	+$389K	0.29%	76

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

First New York Securities's LULU Position: Q4 2014 in Review

First New York Securities sold out of lululemon athletica (LULU) in Q4 2014, closing a stake of 9,650 shares — an estimated $405K sold.

First New York Securities first reported a position in LULU in Q3 2014 and held it in 1 quarter. The position peaked at $405K in Q3 2014. 341 funds tracked by Wall St. Rank hold LULU as of Q4 2014.

First New York Securities reported no remaining lululemon athletica position as of Q4 2014 after selling out during the quarter.
First New York Securities sold 9,650 lululemon athletica shares in Q4 2014, an estimated $405K.
First New York Securities first reported a position in lululemon athletica in Q3 2014 and held it in 1 quarter.
First New York Securities's lululemon athletica position peaked at $405K in Q3 2014.
341 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2014.

Based on First New York Securities's 13F filing for Q4 2014, filed 9 Jan 2015.