Neuberger Berman Group
ZOES

Neuberger Berman Group’s Zoe's Kitchen, Inc. ZOES Stock Holding History

Neuberger Berman Group’s Portfolio ZOES Stock Details ZOES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,850
Closed -$308K – 1674
2016
Q4 		$308K Sell
12,850
-12,100
-48% -$286K ﹤0.01% 1407
2016
Q3 		$554K Buy
24,950
+300
+1% +$9.52K ﹤0.01% 1251
2016
Q2 		$894K Sell
24,650
-600
-2% -$22.5K ﹤0.01% 1119
2016
Q1 		$984K Sell
25,250
-1,100
-4% -$34.6K ﹤0.01% 1108
2015
Q4 		$737K Buy
26,350
+6,500
+33% +$219K ﹤0.01% 1188
2015
Q3 		$784K Buy
19,850
+4,950
+33% +$193K ﹤0.01% 1211
2015
Q2 		$610K Buy
14,900
+7,400
+99% +$258K ﹤0.01% 1298
2015
Q1 		$250K Buy
+7,500
New +$242K ﹤0.01% 1474

Other funds holding ZOES

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group's ZOES Position: Q1 2017 in Review

Neuberger Berman Group sold out of Zoe's Kitchen, Inc. (ZOES) in Q1 2017, closing a stake of 12,850 shares — an estimated $308K sold.

Neuberger Berman Group first reported a position in ZOES in Q1 2015 and held it in 8 quarters. The position peaked at $984K in Q1 2016. 98 funds tracked by Wall St. Rank hold ZOES as of Q1 2017.

  • Neuberger Berman Group reported no remaining Zoe's Kitchen, Inc. position as of Q1 2017 after selling out during the quarter.
  • Neuberger Berman Group sold 12,850 Zoe's Kitchen, Inc. shares in Q1 2017, an estimated $308K.
  • Neuberger Berman Group first reported a position in Zoe's Kitchen, Inc. in Q1 2015 and held it in 8 quarters.
  • Neuberger Berman Group's Zoe's Kitchen, Inc. position peaked at $984K in Q1 2016.
  • 98 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q1 2017.

Based on Neuberger Berman Group's 13F filing for Q1 2017, filed 10 May 2017.