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Turner Investments’s Zumiez ZUMZ Stock Holding History

Turner Investments’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
Q1 		– Sell
-207,740
Closed -$5.4M – 723
2013
Q4 		$5.4M Sell
207,740
-5,440
-3% -$151K 0.1% 239
2013
Q3 		$5.87M Sell
213,180
-321,570
-60% -$9M 0.1% 255
2013
Q2 		$15.4M Buy
+534,750
New +$15.5M 0.21% 176

Other funds holding ZUMZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MRM
Michael R. Murphy $255M AUM 0.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Turner Investments's ZUMZ Position: Q1 2014 in Review

Turner Investments sold out of Zumiez (ZUMZ) in Q1 2014, closing a stake of 207,740 shares — an estimated $5.4M sold.

Turner Investments first reported a position in ZUMZ in Q2 2013 and held it in 3 quarters. The position peaked at $15.4M in Q2 2013. 110 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2014.

  • Turner Investments reported no remaining Zumiez position as of Q1 2014 after selling out during the quarter.
  • Turner Investments sold 207,740 Zumiez shares in Q1 2014, an estimated $5.4M.
  • Turner Investments first reported a position in Zumiez in Q2 2013 and held it in 3 quarters.
  • Turner Investments's Zumiez position peaked at $15.4M in Q2 2013.
  • 110 funds tracked by Wall St. Rank held Zumiez as of Q1 2014.

Based on Turner Investments's 13F filing for Q1 2014, filed 12 May 2014.