LPL Financial
ZU

LPL Financial’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History

LPL Financial’s Portfolio ZU Stock Details ZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-7,665
Closed -$280K – 2846
2014
Q3 		$280K Buy
7,665
+500
+7% +$18.1K ﹤0.01% 2227
2014
Q2 		$293K Buy
7,165
+2,922
+69% +$118K ﹤0.01% 2220
2014
Q1 		$213K Buy
+4,243
New +$205K ﹤0.01% 2391

Other funds holding ZU

MGPI
Maveron General Partner IV Seattle, Washington $8K AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

LPL Financial's ZU Position: Q4 2014 in Review

LPL Financial sold out of ZULILY INC CLASS A COMMON STOCK (ZU) in Q4 2014, closing a stake of 7,665 shares — an estimated $280K sold.

LPL Financial first reported a position in ZU in Q1 2014 and held it in 3 quarters. The position peaked at $293K in Q2 2014. 122 funds tracked by Wall St. Rank hold ZU as of Q4 2014.

  • LPL Financial reported no remaining ZULILY INC CLASS A COMMON STOCK position as of Q4 2014 after selling out during the quarter.
  • LPL Financial sold 7,665 ZULILY INC CLASS A COMMON STOCK shares in Q4 2014, an estimated $280K.
  • LPL Financial first reported a position in ZULILY INC CLASS A COMMON STOCK in Q1 2014 and held it in 3 quarters.
  • LPL Financial's ZULILY INC CLASS A COMMON STOCK position peaked at $293K in Q2 2014.
  • 122 funds tracked by Wall St. Rank held ZULILY INC CLASS A COMMON STOCK as of Q4 2014.

Based on LPL Financial's 13F filing for Q4 2014, filed 13 Feb 2015.