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Pinnacle Summer Investments’s lululemon athletica LULU Stock Holding History

Pinnacle Summer Investments’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-13,500
Closed -$567K – 1059
2014
Q3 		$567K Buy
13,500
+12,500
+1,250% +$503K 0.06% 199
2014
Q2 		$39K Buy
1,000
+500
+100% +$22.8K ﹤0.01% 536
2014
Q1 		$23K Hold
500
– – ﹤0.01% 569
2013
Q4 		$30K Buy
+500
New +$34.3K ﹤0.01% 538

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Pinnacle Summer Investments's LULU Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of lululemon athletica (LULU) in Q4 2014, closing a stake of 13,500 shares — an estimated $567K sold.

Pinnacle Summer Investments first reported a position in LULU in Q4 2013 and held it in 4 quarters. The position peaked at $567K in Q3 2014. 341 funds tracked by Wall St. Rank hold LULU as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining lululemon athletica position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 13,500 lululemon athletica shares in Q4 2014, an estimated $567K.
  • Pinnacle Summer Investments first reported a position in lululemon athletica in Q4 2013 and held it in 4 quarters.
  • Pinnacle Summer Investments's lululemon athletica position peaked at $567K in Q3 2014.
  • 341 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.