MCM
ZUMZ icon

Manchester Capital Management’s Zumiez ZUMZ Stock Holding History

Manchester Capital Management’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
Q1 		– Sell
-10,025
Closed -$387K – 915
2014
Q4 		$387K Hold
10,025
– – 0.05% 208
2014
Q3 		$282K Buy
10,025
+1,855
+23% +$54.5K 0.04% 263
2014
Q2 		$225K Hold
8,170
– – 0.03% 341
2014
Q1 		$198K Sell
8,170
-445
-5% -$10.4K 0.03% 341
2013
Q4 		$224K Hold
8,615
– – 0.03% 307
2013
Q3 		$237K Hold
8,615
– – 0.04% 292
2013
Q2 		$248K Buy
+8,615
New +$251K 0.05% 258

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Manchester Capital Management's ZUMZ Position: Q1 2015 in Review

Manchester Capital Management sold out of Zumiez (ZUMZ) in Q1 2015, closing a stake of 10,025 shares — an estimated $387K sold.

Manchester Capital Management first reported a position in ZUMZ in Q2 2013 and held it in 7 quarters. The position peaked at $387K in Q4 2014. 160 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2015.

  • Manchester Capital Management reported no remaining Zumiez position as of Q1 2015 after selling out during the quarter.
  • Manchester Capital Management sold 10,025 Zumiez shares in Q1 2015, an estimated $387K.
  • Manchester Capital Management first reported a position in Zumiez in Q2 2013 and held it in 7 quarters.
  • Manchester Capital Management's Zumiez position peaked at $387K in Q4 2014.
  • 160 funds tracked by Wall St. Rank held Zumiez as of Q1 2015.

Based on Manchester Capital Management's 13F filing for Q1 2015, filed 7 May 2015.