NFG
ZU

Next Financial Group’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History

Next Financial Group’s Portfolio ZU Stock Details ZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5,350
Closed -$93K – 2066
2015
Q3 		$93K Hold
5,350
– – 0.03% 453
2015
Q2 		$69K Buy
+5,350
New +$72.7K 0.02% 577

Next Financial Group's ZU Position: Q4 2015 in Review

Next Financial Group sold out of ZULILY INC CLASS A COMMON STOCK (ZU) in Q4 2015, closing a stake of 5,350 shares — an estimated $93K sold.

Next Financial Group first reported a position in ZU in Q2 2015 and held it in 2 quarters. The position peaked at $93K in Q3 2015. 0 funds tracked by Wall St. Rank hold ZU as of Q4 2015.

  • Next Financial Group reported no remaining ZULILY INC CLASS A COMMON STOCK position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 5,350 ZULILY INC CLASS A COMMON STOCK shares in Q4 2015, an estimated $93K.
  • Next Financial Group first reported a position in ZULILY INC CLASS A COMMON STOCK in Q2 2015 and held it in 2 quarters.
  • Next Financial Group's ZULILY INC CLASS A COMMON STOCK position peaked at $93K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held ZULILY INC CLASS A COMMON STOCK as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.