UBS’s Zumiez ZUMZ Stock Holding History

UBS’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	-100	Closed	-$3K	–	10877
2013 Q4	$3K	Hold	100	–	–	﹤0.01%	9890
2013 Q3	$3K	Sell	100 -800	-89%	-$22.4K	﹤0.01%	9795
2013 Q2	$26K	Buy	+900	New	+$26.2K	﹤0.01%	7574

Other funds holding ZUMZ

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's ZUMZ Position: Q3 2014 in Review

UBS increased its Zumiez (ZUMZ) stake by 112% in Q3 2014, buying an estimated $12.6K and bringing the position to 815 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #7832.

UBS first reported a position in ZUMZ in Q2 2013 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2014.

UBS held 815 shares of Zumiez worth $23K as of Q3 2014.
UBS bought 430 Zumiez shares in Q3 2014, an estimated $12.6K.
Zumiez made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7832 holding.
UBS first reported a position in Zumiez in Q2 2013 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held Zumiez as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.