OIA
ZU

Optimum Investment Advisors’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History

Optimum Investment Advisors’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
Q1 		– Sell
-200
Closed -$5K – 1024
2014
Q4 		$5K Hold
200
– – ﹤0.01% 926
2014
Q3 		$6K Hold
200
– – ﹤0.01% 830
2014
Q2 		$8K Buy
+200
New +$8.05K ﹤0.01% 812

Other funds holding ZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MGPI
Maveron General Partner IV Seattle, Washington $8K AUM
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Optimum Investment Advisors's ZU Position: Q1 2015 in Review

Optimum Investment Advisors sold out of ZULILY INC CLASS A COMMON STOCK (ZU) in Q1 2015, closing a stake of 200 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in ZU in Q2 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2014. 129 funds tracked by Wall St. Rank hold ZU as of Q1 2015.

  • Optimum Investment Advisors reported no remaining ZULILY INC CLASS A COMMON STOCK position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 ZULILY INC CLASS A COMMON STOCK shares in Q1 2015, an estimated $5K.
  • Optimum Investment Advisors first reported a position in ZULILY INC CLASS A COMMON STOCK in Q2 2014 and held it in 3 quarters.
  • Optimum Investment Advisors's ZULILY INC CLASS A COMMON STOCK position peaked at $8K in Q2 2014.
  • 129 funds tracked by Wall St. Rank held ZULILY INC CLASS A COMMON STOCK as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.