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Grandeur Peak Global Advisors’s Zumiez ZUMZ Stock Holding History

Grandeur Peak Global Advisors’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
2015
Q4 		– Sell
-205,250
Closed -$3.21M – 120
2015
Q3 		$3.21M Buy
205,250
+25,575
+14% +$583K 0.72% 51
2015
Q2 		$4.79M Buy
+179,675
New +$5.52M 0.94% 38
2013
Q4 		– Sell
-800
Closed -$22K – 130
2013
Q3 		$22K Buy
+800
New +$22.4K 0.01% 132

Other funds holding ZUMZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Grandeur Peak Global Advisors's ZUMZ Position: Q4 2015 in Review

Grandeur Peak Global Advisors sold out of Zumiez (ZUMZ) in Q4 2015, closing a stake of 205,250 shares — an estimated $3.21M sold.

Grandeur Peak Global Advisors first reported a position in ZUMZ in Q3 2013 and held it in 3 quarters. The position peaked at $4.79M in Q2 2015. 129 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2015.

  • Grandeur Peak Global Advisors reported no remaining Zumiez position as of Q4 2015 after selling out during the quarter.
  • Grandeur Peak Global Advisors sold 205,250 Zumiez shares in Q4 2015, an estimated $3.21M.
  • Grandeur Peak Global Advisors first reported a position in Zumiez in Q3 2013 and held it in 3 quarters.
  • Grandeur Peak Global Advisors's Zumiez position peaked at $4.79M in Q2 2015.
  • 129 funds tracked by Wall St. Rank held Zumiez as of Q4 2015.

Based on Grandeur Peak Global Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.