IFP Advisors’s Zoe's Kitchen, Inc. ZOES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-23,000
Closed -$293K 4082
2018
Q3
$293K Hold
23,000
0.01% 895
2018
Q2
$224K Buy
23,000
+10,000
+77% +$127K 0.01% 1005
2018
Q1
$217K Hold
13,000
0.01% 952
2017
Q4
$217K Hold
13,000
0.01% 954
2017
Q3
$164K Hold
13,000
0.01% 1270
2017
Q2
$155K Hold
13,000
0.01% 1272
2017
Q1
$240K Buy
13,000
+4,000
+44% +$81.8K 0.01% 1030
2016
Q4
$216K Sell
9,000
-9,000
-50% -$213K 0.01% 1014
2016
Q3
$399K Buy
+18,000
New +$571K 0.02% 656
2016
Q1
Sell
-4,488
Closed -$126K 3901
2015
Q4
$126K Buy
+4,488
New +$151K 0.01% 1044

IFP Advisors's ZOES Position: Q4 2018 in Review

IFP Advisors sold out of Zoe's Kitchen, Inc. (ZOES) in Q4 2018, closing a stake of 23,000 shares — an estimated $293K sold.

IFP Advisors first reported a position in ZOES in Q4 2015 and held it in 10 quarters. The position peaked at $399K in Q3 2016. 0 funds tracked by Wall St. Rank hold ZOES as of Q4 2018.

  • IFP Advisors reported no remaining Zoe's Kitchen, Inc. position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 23,000 Zoe's Kitchen, Inc. shares in Q4 2018, an estimated $293K.
  • IFP Advisors first reported a position in Zoe's Kitchen, Inc. in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's Zoe's Kitchen, Inc. position peaked at $399K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.