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Mariner Independent Advisor Network’s Zumiez ZUMZ Stock Holding History

Mariner Independent Advisor Network’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
2017
Q4 		– Sell
-33,812
Closed -$612K – 307
2017
Q3 		$612K Buy
+33,812
New +$460K 0.1% 121

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mariner Independent Advisor Network's ZUMZ Position: Q4 2017 in Review

Mariner Independent Advisor Network sold out of Zumiez (ZUMZ) in Q4 2017, closing a stake of 33,812 shares — an estimated $612K sold.

Mariner Independent Advisor Network first reported a position in ZUMZ in Q3 2017 and held it in 1 quarter. The position peaked at $612K in Q3 2017. 144 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2017.

  • Mariner Independent Advisor Network reported no remaining Zumiez position as of Q4 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 33,812 Zumiez shares in Q4 2017, an estimated $612K.
  • Mariner Independent Advisor Network first reported a position in Zumiez in Q3 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Zumiez position peaked at $612K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held Zumiez as of Q4 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2017, filed 7 Mar 2018.