JFA
ZOES

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

JNBA Financial 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
2016
Q4 		– Sell
-206
Closed -$5K – 1594
2016
Q3 		$5K Buy
+206
New +$6.54K ﹤0.01% 1266

Other funds holding ZOES

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JNBA Financial Advisors's ZOES Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Zoe's Kitchen, Inc. (ZOES) in Q4 2016, closing a stake of 206 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in ZOES in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 113 funds tracked by Wall St. Rank hold ZOES as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Zoe's Kitchen, Inc. position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 206 Zoe's Kitchen, Inc. shares in Q4 2016, an estimated $5K.
  • JNBA Financial Advisors first reported a position in Zoe's Kitchen, Inc. in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Zoe's Kitchen, Inc. position peaked at $5K in Q3 2016.
  • 113 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.