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Reilly Financial Advisors’s Zumiez ZUMZ Stock Holding History

Reilly Financial Advisors’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
2016
Q4 		– Sell
-700
Closed -$13K – 912
2016
Q3 		$13K Buy
+700
New +$11.6K ﹤0.01% 482

Other funds holding ZUMZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

Reilly Financial Advisors's ZUMZ Position: Q4 2016 in Review

Reilly Financial Advisors sold out of Zumiez (ZUMZ) in Q4 2016, closing a stake of 700 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in ZUMZ in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 146 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2016.

  • Reilly Financial Advisors reported no remaining Zumiez position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 700 Zumiez shares in Q4 2016, an estimated $13K.
  • Reilly Financial Advisors first reported a position in Zumiez in Q3 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's Zumiez position peaked at $13K in Q3 2016.
  • 146 funds tracked by Wall St. Rank held Zumiez as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.