USAA
ZOES

United Services Automobile Association’s Zoe's Kitchen, Inc. ZOES Stock Holding History

United Services Automobile Association’s Portfolio ZOES Stock Details ZOES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-9,252
Closed -$365K – 1396
2015
Q3 		$365K Sell
9,252
-2,300
-20% -$89.5K ﹤0.01% 1209
2015
Q2 		$473K Sell
11,552
-6,148
-35% -$214K ﹤0.01% 1213
2015
Q1 		$589K Buy
+17,700
New +$572K ﹤0.01% 1174

Other funds holding ZOES

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

United Services Automobile Association's ZOES Position: Q4 2015 in Review

United Services Automobile Association sold out of Zoe's Kitchen, Inc. (ZOES) in Q4 2015, closing a stake of 9,252 shares — an estimated $365K sold.

United Services Automobile Association first reported a position in ZOES in Q1 2015 and held it in 3 quarters. The position peaked at $589K in Q1 2015. 130 funds tracked by Wall St. Rank hold ZOES as of Q4 2015.

  • United Services Automobile Association reported no remaining Zoe's Kitchen, Inc. position as of Q4 2015 after selling out during the quarter.
  • United Services Automobile Association sold 9,252 Zoe's Kitchen, Inc. shares in Q4 2015, an estimated $365K.
  • United Services Automobile Association first reported a position in Zoe's Kitchen, Inc. in Q1 2015 and held it in 3 quarters.
  • United Services Automobile Association's Zoe's Kitchen, Inc. position peaked at $589K in Q1 2015.
  • 130 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q4 2015.

Based on United Services Automobile Association's 13F filing for Q4 2015, filed 16 Feb 2016.