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Kovack Advisors’s lululemon athletica LULU Stock Holding History

Kovack Advisors’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
2018
Q3 		– Sell
-2,386
Closed -$298K – 495
2018
Q2 		$298K Buy
+2,386
New +$254K 0.08% 271
2016
Q2 		– Sell
-4,056
Closed -$275K – 289
2016
Q1 		$275K Buy
+4,056
New +$244K 0.17% 149

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kovack Advisors's LULU Position: Q3 2018 in Review

Kovack Advisors sold out of lululemon athletica (LULU) in Q3 2018, closing a stake of 2,386 shares — an estimated $298K sold.

Kovack Advisors first reported a position in LULU in Q1 2016 and held it in 2 quarters. The position peaked at $298K in Q2 2018. 524 funds tracked by Wall St. Rank hold LULU as of Q3 2018.

  • Kovack Advisors reported no remaining lululemon athletica position as of Q3 2018 after selling out during the quarter.
  • Kovack Advisors sold 2,386 lululemon athletica shares in Q3 2018, an estimated $298K.
  • Kovack Advisors first reported a position in lululemon athletica in Q1 2016 and held it in 2 quarters.
  • Kovack Advisors's lululemon athletica position peaked at $298K in Q2 2018.
  • 524 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2018.

Based on Kovack Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.