SIMG
ZOES

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

Stephens Investment Management 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
2014
Q4 		– Sell
-127,890
Closed -$3.93M – 207
2014
Q3 		$3.93M Sell
127,890
-150
-0.1% -$4.44K 0.12% 151
2014
Q2 		$4.4M Buy
+128,040
New +$3.71M 0.14% 153

Other funds holding ZOES

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Stephens Investment Management Group's ZOES Position: Q4 2014 in Review

Stephens Investment Management Group sold out of Zoe's Kitchen, Inc. (ZOES) in Q4 2014, closing a stake of 127,890 shares — an estimated $3.93M sold.

Stephens Investment Management Group first reported a position in ZOES in Q2 2014 and held it in 2 quarters. The position peaked at $4.4M in Q2 2014. 119 funds tracked by Wall St. Rank hold ZOES as of Q4 2014.

  • Stephens Investment Management Group reported no remaining Zoe's Kitchen, Inc. position as of Q4 2014 after selling out during the quarter.
  • Stephens Investment Management Group sold 127,890 Zoe's Kitchen, Inc. shares in Q4 2014, an estimated $3.93M.
  • Stephens Investment Management Group first reported a position in Zoe's Kitchen, Inc. in Q2 2014 and held it in 2 quarters.
  • Stephens Investment Management Group's Zoe's Kitchen, Inc. position peaked at $4.4M in Q2 2014.
  • 119 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q4 2014.

Based on Stephens Investment Management Group's 13F filing for Q4 2014, filed 13 Feb 2015.