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Independent Portfolio Consultants’s Zumiez ZUMZ Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-1,685
Closed -$45K – 876
2015
Q2 		$45K Buy
1,685
+30
+2% +$922 0.01% 637
2015
Q1 		$67K Buy
+1,655
New +$64.2K 0.01% 565

Other funds holding ZUMZ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Independent Portfolio Consultants's ZUMZ Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of Zumiez (ZUMZ) in Q3 2015, closing a stake of 1,685 shares — an estimated $45K sold.

Independent Portfolio Consultants first reported a position in ZUMZ in Q1 2015 and held it in 2 quarters. The position peaked at $67K in Q1 2015. 132 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining Zumiez position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,685 Zumiez shares in Q3 2015, an estimated $45K.
  • Independent Portfolio Consultants first reported a position in Zumiez in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's Zumiez position peaked at $67K in Q1 2015.
  • 132 funds tracked by Wall St. Rank held Zumiez as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.