OIA
ZOES

OneDigital Investment Advisors’s Zoe's Kitchen, Inc. ZOES Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-72
Closed -$1K – 1301
2017
Q3 		$1K Sell
72
-100
-58% -$1.22K ﹤0.01% 1030
2017
Q2 		$2K Buy
+172
New +$2.75K ﹤0.01% 1182

Other funds holding ZOES

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

OneDigital Investment Advisors's ZOES Position: Q4 2017 in Review

OneDigital Investment Advisors sold out of Zoe's Kitchen, Inc. (ZOES) in Q4 2017, closing a stake of 72 shares — an estimated $1K sold.

OneDigital Investment Advisors first reported a position in ZOES in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 93 funds tracked by Wall St. Rank hold ZOES as of Q4 2017.

  • OneDigital Investment Advisors reported no remaining Zoe's Kitchen, Inc. position as of Q4 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 72 Zoe's Kitchen, Inc. shares in Q4 2017, an estimated $1K.
  • OneDigital Investment Advisors first reported a position in Zoe's Kitchen, Inc. in Q2 2017 and held it in 2 quarters.
  • OneDigital Investment Advisors's Zoe's Kitchen, Inc. position peaked at $2K in Q2 2017.
  • 93 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q4 2017.

Based on OneDigital Investment Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.