Sterneck Capital Management’s lululemon athletica LULU Stock Holding History

Sterneck Capital Management’s Portfolio LULU Stock Details LULU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-8,830	Closed	-$493K	–	136
2014 Q4	$493K	Sell	8,830 -4,670	-35%	-$213K	0.29%	71
2014 Q3	$567K	Buy	+13,500	New	+$544K	0.34%	69

Other funds holding LULU

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sterneck Capital Management's LULU Position: Q1 2015 in Review

Sterneck Capital Management sold out of lululemon athletica (LULU) in Q1 2015, closing a stake of 8,830 shares — an estimated $493K sold.

Sterneck Capital Management first reported a position in LULU in Q3 2014 and held it in 2 quarters. The position peaked at $567K in Q3 2014. 339 funds tracked by Wall St. Rank hold LULU as of Q1 2015.

Sterneck Capital Management reported no remaining lululemon athletica position as of Q1 2015 after selling out during the quarter.
Sterneck Capital Management sold 8,830 lululemon athletica shares in Q1 2015, an estimated $493K.
Sterneck Capital Management first reported a position in lululemon athletica in Q3 2014 and held it in 2 quarters.
Sterneck Capital Management's lululemon athletica position peaked at $567K in Q3 2014.
339 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2015.

Based on Sterneck Capital Management's 13F filing for Q1 2015, filed 22 May 2015.