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National Planning Corporation’s lululemon athletica LULU Stock Holding History

National Planning Corporation’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-884
Closed -$51K – 1453
2014
Q4 		$51K Buy
+884
New +$40.3K ﹤0.01% 1251

Other funds holding LULU

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

National Planning Corporation's LULU Position: Q1 2015 in Review

National Planning Corporation sold out of lululemon athletica (LULU) in Q1 2015, closing a stake of 884 shares — an estimated $51K sold.

National Planning Corporation first reported a position in LULU in Q4 2014 and held it in 1 quarter. The position peaked at $51K in Q4 2014. 339 funds tracked by Wall St. Rank hold LULU as of Q1 2015.

  • National Planning Corporation reported no remaining lululemon athletica position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 884 lululemon athletica shares in Q1 2015, an estimated $51K.
  • National Planning Corporation first reported a position in lululemon athletica in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's lululemon athletica position peaked at $51K in Q4 2014.
  • 339 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.