WealthTrust-Arizona’s Zillow Z Stock Holding History

WealthTrust-Arizona’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$4K	Hold	140	–	–	﹤0.01%	510
2018 Q3	$6K	Buy	140 +20	+17%	+$1.04K	﹤0.01%	488
2018 Q2	$7K	Buy	120 +30	+33%	+$1.66K	﹤0.01%	471
2018 Q1	$5K	Sell	90 -100	-53%	-$4.82K	﹤0.01%	502
2017 Q4	$8K	Hold	190	–	–	﹤0.01%	447
2017 Q3	$8K	Hold	190	–	–	﹤0.01%	445
2017 Q2	$9K	Hold	190	–	–	﹤0.01%	415
2017 Q1	$6K	Hold	190	–	–	﹤0.01%	460
2016 Q4	$7K	Hold	190	–	–	﹤0.01%	443
2016 Q3	$7K	Hold	190	–	–	﹤0.01%	439
2016 Q2	$7K	Sell	190 -10	-5%	-$277	﹤0.01%	423
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	466
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	493
2015 Q3	$5K	Buy	+200	New	+$5.22K	﹤0.01%	481

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

WealthTrust-Arizona's Z Position: Q4 2018 in Review

WealthTrust-Arizona held its Zillow (Z) position steady in Q4 2018 at 140 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

WealthTrust-Arizona first reported a position in Z in Q3 2015 and has held it in 14 quarters since. The position peaked at $9K in Q2 2017. 249 funds tracked by Wall St. Rank hold Z as of Q4 2018.

WealthTrust-Arizona held 140 shares of Zillow worth $4K as of Q4 2018.
WealthTrust-Arizona left its Zillow share count unchanged in Q4 2018.
Zillow made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #510 holding.
WealthTrust-Arizona first reported a position in Zillow in Q3 2015 and has held it in 14 quarters since.
WealthTrust-Arizona's Zillow position peaked at $9K in Q2 2017.
249 funds tracked by Wall St. Rank held Zillow as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.