ST
ZUMZ icon

Spot Trading’s Zumiez ZUMZ Stock Holding History

Spot Trading’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
2014
Q3 		– Sell
-8,200
Closed -$226K – 4765
2014
Q2 		$226K Buy
+8,200
New +$218K ﹤0.01% 3256
2013
Q4 		– Sell
-18,800
Closed -$518K – 4361
2013
Q3 		$518K Buy
18,800
+300
+2% +$8.4K ﹤0.01% 2410
2013
Q2 		$532K Buy
+18,500
New +$538K ﹤0.01% 2404

Other funds holding ZUMZ

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spot Trading's ZUMZ Position: Q4 2013 in Review

Spot Trading sold out of Zumiez (ZUMZ) in Q4 2013, closing a stake of 12,504 shares — an estimated $344K sold.

Spot Trading first reported a position in ZUMZ in Q2 2013 and held it in 2 quarters. The position peaked at $344K in Q3 2013. 122 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2013.

  • Spot Trading reported no remaining Zumiez position as of Q4 2013 after selling out during the quarter.
  • Spot Trading sold 12,504 Zumiez shares in Q4 2013, an estimated $344K.
  • Spot Trading first reported a position in Zumiez in Q2 2013 and held it in 2 quarters.
  • Spot Trading's Zumiez position peaked at $344K in Q3 2013.
  • 122 funds tracked by Wall St. Rank held Zumiez as of Q4 2013.

Based on Spot Trading's 13F filing for Q4 2013, filed 3 Feb 2014.