Waddell & Reed Financial’s Zumiez ZUMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-576,825
| Closed | -$9.02M | – | 645 |
|
|
2015
Q3 | $9.02M | Sell |
576,825
-398,400
| -41% | -$6.23M | 0.01% | 422 |
|
|
2015
Q2 | $26M | Sell |
975,225
-257,334
| -21% | -$6.85M | 0.04% | 302 |
|
|
2015
Q1 | $49.6M | Sell |
1,232,559
-74,164
| -6% | -$2.99M | 0.07% | 227 |
|
|
2014
Q4 | $50.5M | Sell |
1,306,723
-224,228
| -15% | -$8.66M | 0.07% | 224 |
|
|
2014
Q3 | $43M | Buy |
1,530,951
+190,971
| +14% | +$5.37M | 0.06% | 239 |
|
|
2014
Q2 | $37M | Buy |
1,339,980
+223,904
| +20% | +$6.18M | 0.05% | 274 |
|
|
2014
Q1 | $27.1M | Sell |
1,116,076
-124,249
| -10% | -$3.01M | 0.04% | 299 |
|
|
2013
Q4 | $32.2M | Sell |
1,240,325
-368,264
| -23% | -$9.57M | 0.05% | 274 |
|
|
2013
Q3 | $44.3M | Sell |
1,608,589
-29,804
| -2% | -$821K | 0.08% | 213 |
|
|
2013
Q2 | $47.1M | Buy |
+1,638,393
| New | +$47.1M | 0.1% | 200 |
|