Investors Capital Advisory Services’s lululemon athletica LULU Stock Holding History

Investors Capital Advisory Services’s Portfolio LULU Stock Details LULU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$330K	Sell	4,480 -294	-6%	-$19.5K	0.06%	392
2016 Q1	$323K	Buy	4,774 +29	+0.6%	+$1.74K	0.06%	393
2015 Q4	$248K	Buy	4,745 +500	+12%	+$25.2K	0.05%	504
2015 Q3	$215K	Sell	4,245 -250	-6%	-$15.2K	0.04%	564
2015 Q2	$293K	Sell	4,495 -600	-12%	-$39K	0.05%	482
2015 Q1	$326K	Buy	5,095 +55	+1%	+$3.52K	0.06%	435
2014 Q4	$281K	Hold	5,040	–	–	0.05%	462
2014 Q3	$211K	Buy	+5,040	New	+$203K	0.04%	555
2014 Q2	–	Sell	-5,500	Closed	-$289K	–	704
2014 Q1	$289K	Buy	+5,500	New	+$274K	0.06%	416

Other funds holding LULU

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Investors Capital Advisory Services's LULU Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its lululemon athletica (LULU) stake by 6.2% in Q2 2016, selling an estimated $19.5K and leaving 4,480 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #392.

Investors Capital Advisory Services first reported a position in LULU in Q1 2014 and has held it in 9 quarters since. 346 funds tracked by Wall St. Rank hold LULU as of Q2 2016.

Investors Capital Advisory Services held 4,480 shares of lululemon athletica worth $330K as of Q2 2016.
Investors Capital Advisory Services sold 294 lululemon athletica shares in Q2 2016, an estimated $19.5K.
lululemon athletica made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #392 holding.
Investors Capital Advisory Services first reported a position in lululemon athletica in Q1 2014 and has held it in 9 quarters since.
346 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.