TradeWorx’s lululemon athletica LULU Stock Holding History

TradeWorx’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
2013 Q3	–	Sell	-4,274	Closed	-$280K	–	522
2013 Q2	$280K	Buy	+4,274	New	+$310K	0.12%	281

Other funds holding LULU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

MCM

Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return

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

MNA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TradeWorx's LULU Position: Q3 2013 in Review

TradeWorx sold out of lululemon athletica (LULU) in Q3 2013, closing a stake of 4,274 shares — an estimated $280K sold.

TradeWorx first reported a position in LULU in Q2 2013 and held it in 1 quarter. The position peaked at $280K in Q2 2013. 292 funds tracked by Wall St. Rank hold LULU as of Q3 2013.

TradeWorx reported no remaining lululemon athletica position as of Q3 2013 after selling out during the quarter.
TradeWorx sold 4,274 lululemon athletica shares in Q3 2013, an estimated $280K.
TradeWorx first reported a position in lululemon athletica in Q2 2013 and held it in 1 quarter.
TradeWorx's lululemon athletica position peaked at $280K in Q2 2013.
292 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2013.

Based on TradeWorx's 13F filing for Q3 2013, filed 15 Nov 2013.