WA
LULU icon

WealthTrust-Arizona’s lululemon athletica LULU Stock Holding History

WealthTrust-Arizona’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
2017
Q2 		– Sell
-30
Closed -$2K – 662
2017
Q1 		$2K Hold
30
– – ﹤0.01% 548
2016
Q4 		$2K Hold
30
– – ﹤0.01% 545
2016
Q3 		$2K Hold
30
– – ﹤0.01% 548
2016
Q2 		$2K Buy
+30
New +$1.99K ﹤0.01% 541

Other funds holding LULU

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthTrust-Arizona's LULU Position: Q2 2017 in Review

WealthTrust-Arizona sold out of lululemon athletica (LULU) in Q2 2017, closing a stake of 30 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in LULU in Q2 2016 and held it in 4 quarters. The position peaked at $2K in Q1 2017. 330 funds tracked by Wall St. Rank hold LULU as of Q2 2017.

  • WealthTrust-Arizona reported no remaining lululemon athletica position as of Q2 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 30 lululemon athletica shares in Q2 2017, an estimated $2K.
  • WealthTrust-Arizona first reported a position in lululemon athletica in Q2 2016 and held it in 4 quarters.
  • WealthTrust-Arizona's lululemon athletica position peaked at $2K in Q1 2017.
  • 330 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.