Howe & Rusling’s Zumiez ZUMZ Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-55	Closed	-$1K	–	958
2018 Q1	$1K	Buy	+55	New	+$1.18K	﹤0.01%	897

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Howe & Rusling's ZUMZ Position: Q2 2018 in Review

Howe & Rusling sold out of Zumiez (ZUMZ) in Q2 2018, closing a stake of 55 shares — an estimated $1K sold.

Howe & Rusling first reported a position in ZUMZ in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 158 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2018.

Howe & Rusling reported no remaining Zumiez position as of Q2 2018 after selling out during the quarter.
Howe & Rusling sold 55 Zumiez shares in Q2 2018, an estimated $1K.
Howe & Rusling first reported a position in Zumiez in Q1 2018 and held it in 1 quarter.
Howe & Rusling's Zumiez position peaked at $1K in Q1 2018.
158 funds tracked by Wall St. Rank held Zumiez as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.