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RegentAtlantic Capital’s Zumiez ZUMZ Stock Holding History

RegentAtlantic Capital’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$7.73K – 985
2014
Q4 		$7.73K Buy
+200
New +$6.83K ﹤0.01% 948

Other funds holding ZUMZ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

RegentAtlantic Capital's ZUMZ Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Zumiez (ZUMZ) in Q1 2015, closing a stake of 200 shares — an estimated $7.73K sold.

RegentAtlantic Capital first reported a position in ZUMZ in Q4 2014 and held it in 1 quarter. The position peaked at $7.73K in Q4 2014. 160 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Zumiez position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 200 Zumiez shares in Q1 2015, an estimated $7.73K.
  • RegentAtlantic Capital first reported a position in Zumiez in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Zumiez position peaked at $7.73K in Q4 2014.
  • 160 funds tracked by Wall St. Rank held Zumiez as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.