IIA
ZOES

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

IPG Investment Advisors’s Portfolio ZOES Stock Details ZOES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5,650
Closed -$223K – 143
2015
Q3 		$223K Buy
+5,650
New +$220K 0.1% 107

Other funds holding ZOES

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

IPG Investment Advisors's ZOES Position: Q4 2015 in Review

IPG Investment Advisors sold out of Zoe's Kitchen, Inc. (ZOES) in Q4 2015, closing a stake of 5,650 shares — an estimated $223K sold.

IPG Investment Advisors first reported a position in ZOES in Q3 2015 and held it in 1 quarter. The position peaked at $223K in Q3 2015. 130 funds tracked by Wall St. Rank hold ZOES as of Q4 2015.

  • IPG Investment Advisors reported no remaining Zoe's Kitchen, Inc. position as of Q4 2015 after selling out during the quarter.
  • IPG Investment Advisors sold 5,650 Zoe's Kitchen, Inc. shares in Q4 2015, an estimated $223K.
  • IPG Investment Advisors first reported a position in Zoe's Kitchen, Inc. in Q3 2015 and held it in 1 quarter.
  • IPG Investment Advisors's Zoe's Kitchen, Inc. position peaked at $223K in Q3 2015.
  • 130 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q4 2015.

Based on IPG Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.