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Richard Bernstein Advisors’s Zumiez ZUMZ Stock Holding History

Richard Bernstein 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
2015
Q4 		– Sell
-3,712
Closed -$58K – 150
2015
Q3 		$58K Hold
3,712
– – 0.01% 156
2015
Q2 		$99K Buy
3,712
+1,710
+85% +$52.6K 0.01% 187
2015
Q1 		$81K Hold
2,002
– – 0.01% 242
2014
Q4 		$77K Hold
2,002
– – 0.01% 287
2014
Q3 		$56K Buy
+2,002
New +$58.8K 0.01% 307

Other funds holding ZUMZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 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

Richard Bernstein Advisors's ZUMZ Position: Q4 2015 in Review

Richard Bernstein Advisors sold out of Zumiez (ZUMZ) in Q4 2015, closing a stake of 3,712 shares — an estimated $58K sold.

Richard Bernstein Advisors first reported a position in ZUMZ in Q3 2014 and held it in 5 quarters. The position peaked at $99K in Q2 2015. 129 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2015.

  • Richard Bernstein Advisors reported no remaining Zumiez position as of Q4 2015 after selling out during the quarter.
  • Richard Bernstein Advisors sold 3,712 Zumiez shares in Q4 2015, an estimated $58K.
  • Richard Bernstein Advisors first reported a position in Zumiez in Q3 2014 and held it in 5 quarters.
  • Richard Bernstein Advisors's Zumiez position peaked at $99K in Q2 2015.
  • 129 funds tracked by Wall St. Rank held Zumiez as of Q4 2015.

Based on Richard Bernstein Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.