LYV
ZOES

Live Your Vision’s Zoe's Kitchen, Inc. ZOES Stock Holding History

Live Your Vision’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
2017
Q2 		– Sell
-210
Closed -$4K – 322
2017
Q1 		$4K Sell
210
-650
-76% -$13.3K ﹤0.01% 254
2016
Q4 		$21K Buy
860
+550
+177% +$13K 0.01% 142
2016
Q3 		$7K Buy
+310
New +$9.84K ﹤0.01% 197

Other funds holding ZOES

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Live Your Vision's ZOES Position: Q2 2017 in Review

Live Your Vision sold out of Zoe's Kitchen, Inc. (ZOES) in Q2 2017, closing a stake of 210 shares — an estimated $4K sold.

Live Your Vision first reported a position in ZOES in Q3 2016 and held it in 3 quarters. The position peaked at $21K in Q4 2016. 105 funds tracked by Wall St. Rank hold ZOES as of Q2 2017.

  • Live Your Vision reported no remaining Zoe's Kitchen, Inc. position as of Q2 2017 after selling out during the quarter.
  • Live Your Vision sold 210 Zoe's Kitchen, Inc. shares in Q2 2017, an estimated $4K.
  • Live Your Vision first reported a position in Zoe's Kitchen, Inc. in Q3 2016 and held it in 3 quarters.
  • Live Your Vision's Zoe's Kitchen, Inc. position peaked at $21K in Q4 2016.
  • 105 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q2 2017.

Based on Live Your Vision's 13F filing for Q2 2017, filed 8 Aug 2017.