IRF
ZU

IBM Retirement Fund’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History

IBM Retirement Fund’s Portfolio ZU Stock Details ZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,109
Closed -$212K – 1031
2013
Q4 		$212K Buy
+5,109
New +$196K ﹤0.01% 1019

Other funds holding ZU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

IBM Retirement Fund's ZU Position: Q1 2014 in Review

IBM Retirement Fund sold out of ZULILY INC CLASS A COMMON STOCK (ZU) in Q1 2014, closing a stake of 5,109 shares — an estimated $212K sold.

IBM Retirement Fund first reported a position in ZU in Q4 2013 and held it in 1 quarter. The position peaked at $212K in Q4 2013. 116 funds tracked by Wall St. Rank hold ZU as of Q1 2014.

  • IBM Retirement Fund reported no remaining ZULILY INC CLASS A COMMON STOCK position as of Q1 2014 after selling out during the quarter.
  • IBM Retirement Fund sold 5,109 ZULILY INC CLASS A COMMON STOCK shares in Q1 2014, an estimated $212K.
  • IBM Retirement Fund first reported a position in ZULILY INC CLASS A COMMON STOCK in Q4 2013 and held it in 1 quarter.
  • IBM Retirement Fund's ZULILY INC CLASS A COMMON STOCK position peaked at $212K in Q4 2013.
  • 116 funds tracked by Wall St. Rank held ZULILY INC CLASS A COMMON STOCK as of Q1 2014.

Based on IBM Retirement Fund's 13F filing for Q1 2014, filed 19 May 2014.