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Strategic Investment Management’s Zumiez ZUMZ Stock Holding History

Strategic Investment Management’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
-7,514
Closed -$207K – 126
2014
Q2 		$207K Buy
+7,514
New +$200K 0.05% 85

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

Strategic Investment Management's ZUMZ Position: Q3 2014 in Review

Strategic Investment Management sold out of Zumiez (ZUMZ) in Q3 2014, closing a stake of 7,514 shares — an estimated $207K sold.

Strategic Investment Management first reported a position in ZUMZ in Q2 2014 and held it in 1 quarter. The position peaked at $207K in Q2 2014. 142 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2014.

  • Strategic Investment Management reported no remaining Zumiez position as of Q3 2014 after selling out during the quarter.
  • Strategic Investment Management sold 7,514 Zumiez shares in Q3 2014, an estimated $207K.
  • Strategic Investment Management first reported a position in Zumiez in Q2 2014 and held it in 1 quarter.
  • Strategic Investment Management's Zumiez position peaked at $207K in Q2 2014.
  • 142 funds tracked by Wall St. Rank held Zumiez as of Q3 2014.

Based on Strategic Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.