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McAdams Wright Ragen’s Zumiez ZUMZ Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$5.72M Sell
203,743
-925
-0.5% -$27.2K 0.32% 78
2014
Q2 		$5.65M Sell
204,668
-19,205
-9% -$511K 0.32% 75
2014
Q1 		$5.43M Sell
223,873
-470
-0.2% -$11K 0.34% 73
2013
Q4 		$5.83M Sell
224,343
-2,512
-1% -$69.9K 0.39% 72
2013
Q3 		$6.25M Buy
226,855
+4,270
+2% +$120K 0.49% 59
2013
Q2 		$6.4M Buy
+222,585
New +$6.47M 0.51% 58

Other funds holding ZUMZ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McAdams Wright Ragen's ZUMZ Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Zumiez (ZUMZ) stake by 0.45% in Q3 2014, selling an estimated $27.2K and leaving 203,743 shares worth $5.72M. The position accounts for 0.32% of the portfolio, ranked #78.

McAdams Wright Ragen first reported a position in ZUMZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.4M in Q2 2013. 142 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2014.

  • McAdams Wright Ragen held 203,743 shares of Zumiez worth $5.72M as of Q3 2014.
  • McAdams Wright Ragen sold 925 Zumiez shares in Q3 2014, an estimated $27.2K.
  • Zumiez made up 0.32% of McAdams Wright Ragen's portfolio in Q3 2014, its #78 holding.
  • McAdams Wright Ragen first reported a position in Zumiez in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's Zumiez position peaked at $6.4M in Q2 2013.
  • 142 funds tracked by Wall St. Rank held Zumiez as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.