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Interactive Financial Advisors’s Zumiez ZUMZ Stock Holding History

Interactive Financial 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
2014
Q2 		– Sell
-60
Closed -$1K – 133
2014
Q1 		$1K Buy
+60
New +$1.4K ﹤0.01% 115

Other funds holding ZUMZ

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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Interactive Financial Advisors's ZUMZ Position: Q2 2014 in Review

Interactive Financial Advisors sold out of Zumiez (ZUMZ) in Q2 2014, closing a stake of 60 shares — an estimated $1K sold.

Interactive Financial Advisors first reported a position in ZUMZ in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 139 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2014.

  • Interactive Financial Advisors reported no remaining Zumiez position as of Q2 2014 after selling out during the quarter.
  • Interactive Financial Advisors sold 60 Zumiez shares in Q2 2014, an estimated $1K.
  • Interactive Financial Advisors first reported a position in Zumiez in Q1 2014 and held it in 1 quarter.
  • Interactive Financial Advisors's Zumiez position peaked at $1K in Q1 2014.
  • 139 funds tracked by Wall St. Rank held Zumiez as of Q2 2014.

Based on Interactive Financial Advisors's 13F filing for Q2 2014, filed 30 Jul 2014.