Stanford Investment Group’s Zoe's Kitchen, Inc. ZOES Stock Holding History

Stanford Investment Group’s Portfolio ZOES Stock Details ZOES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-300	Closed	-$7K	–	344
2016 Q4	$7K	Sell	300 -225	-43%	-$5.31K	﹤0.01%	325
2016 Q3	$12K	Hold	525	–	–	0.01%	304
2016 Q2	$19K	Hold	525	–	–	0.01%	257
2016 Q1	$20K	Hold	525	–	–	0.01%	247
2015 Q4	$15K	Buy	525 +75	+17%	+$2.52K	0.01%	242
2015 Q3	$18K	Hold	450	–	–	0.01%	230
2015 Q2	$18K	Hold	450	–	–	0.01%	241
2015 Q1	$15K	Hold	450	–	–	0.01%	261
2014 Q4	$13K	Buy	+450	New	+$14.6K	0.01%	267

Other funds holding ZOES

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Stanford Investment Group's ZOES Position: Q1 2017 in Review

Stanford Investment Group sold out of Zoe's Kitchen, Inc. (ZOES) in Q1 2017, closing a stake of 300 shares — an estimated $7K sold.

Stanford Investment Group first reported a position in ZOES in Q4 2014 and held it in 9 quarters. The position peaked at $20K in Q1 2016. 98 funds tracked by Wall St. Rank hold ZOES as of Q1 2017.

Stanford Investment Group reported no remaining Zoe's Kitchen, Inc. position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 300 Zoe's Kitchen, Inc. shares in Q1 2017, an estimated $7K.
Stanford Investment Group first reported a position in Zoe's Kitchen, Inc. in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Zoe's Kitchen, Inc. position peaked at $20K in Q1 2016.
98 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.