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Lucus Advisors’s Zumiez ZUMZ Stock Holding History

Lucus Advisors’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-15,108
Closed -$402K – 379
2015
Q2 		$402K Buy
+15,108
New +$464K 0.19% 302
2015
Q1 		– Sell
-10,517
Closed -$406K – 359
2014
Q4 		$406K Buy
+10,517
New +$359K 0.18% 263

Other funds holding ZUMZ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lucus Advisors's ZUMZ Position: Q3 2015 in Review

Lucus Advisors sold out of Zumiez (ZUMZ) in Q3 2015, closing a stake of 15,108 shares — an estimated $402K sold.

Lucus Advisors first reported a position in ZUMZ in Q4 2014 and held it in 2 quarters. The position peaked at $406K in Q4 2014. 132 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2015.

  • Lucus Advisors reported no remaining Zumiez position as of Q3 2015 after selling out during the quarter.
  • Lucus Advisors sold 15,108 Zumiez shares in Q3 2015, an estimated $402K.
  • Lucus Advisors first reported a position in Zumiez in Q4 2014 and held it in 2 quarters.
  • Lucus Advisors's Zumiez position peaked at $406K in Q4 2014.
  • 132 funds tracked by Wall St. Rank held Zumiez as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.