Peloton Wealth Strategists’s Vera Bradley VRA Stock Holding History

Peloton Wealth Strategists’s Portfolio VRA Stock Details VRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-13,000	Closed	-$265K	–	78
2014 Q4	$265K	Hold	13,000	–	–	0.2%	73
2014 Q3	$269K	Buy	+13,000	New	+$274K	0.21%	73
2014 Q2	–	Sell	-14,300	Closed	-$386K	–	96
2014 Q1	$386K	Sell	14,300 -2,200	-13%	-$56.3K	0.32%	69
2013 Q4	$397K	Buy	16,500 +1,900	+13%	+$43.5K	0.32%	69
2013 Q3	$300K	Buy	14,600 +600	+4%	+$12.8K	0.25%	69
2013 Q2	$303K	Buy	+14,000	New	+$312K	0.27%	69

Other funds holding VRA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Peloton Wealth Strategists's VRA Position: Q1 2015 in Review

Peloton Wealth Strategists sold out of Vera Bradley (VRA) in Q1 2015, closing a stake of 13,000 shares — an estimated $265K sold.

Peloton Wealth Strategists first reported a position in VRA in Q2 2013 and held it in 6 quarters. The position peaked at $397K in Q4 2013. 111 funds tracked by Wall St. Rank hold VRA as of Q1 2015.

Peloton Wealth Strategists reported no remaining Vera Bradley position as of Q1 2015 after selling out during the quarter.
Peloton Wealth Strategists sold 13,000 Vera Bradley shares in Q1 2015, an estimated $265K.
Peloton Wealth Strategists first reported a position in Vera Bradley in Q2 2013 and held it in 6 quarters.
Peloton Wealth Strategists's Vera Bradley position peaked at $397K in Q4 2013.
111 funds tracked by Wall St. Rank held Vera Bradley as of Q1 2015.

Based on Peloton Wealth Strategists's 13F filing for Q1 2015, filed 15 May 2015.