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Westside Investment Management’s ZTO Express ZTO Stock Holding History

Westside Investment Management’s Portfolio ZTO Stock Details ZTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-592
Closed -$8.75K – 835
2017
Q2 		$8.75K Hold
592
– – 0.01% 567
2017
Q1 		$7.34K Buy
592
+425
+254% +$5.5K ﹤0.01% 575
2016
Q4 		$2.28K Buy
+167
New +$2.4K ﹤0.01% 584

Other funds holding ZTO

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Westside Investment Management's ZTO Position: Q3 2017 in Review

Westside Investment Management sold out of ZTO Express (ZTO) in Q3 2017, closing a stake of 592 shares — an estimated $8.75K sold.

Westside Investment Management first reported a position in ZTO in Q4 2016 and held it in 3 quarters. The position peaked at $8.75K in Q2 2017. 103 funds tracked by Wall St. Rank hold ZTO as of Q3 2017.

  • Westside Investment Management reported no remaining ZTO Express position as of Q3 2017 after selling out during the quarter.
  • Westside Investment Management sold 592 ZTO Express shares in Q3 2017, an estimated $8.75K.
  • Westside Investment Management first reported a position in ZTO Express in Q4 2016 and held it in 3 quarters.
  • Westside Investment Management's ZTO Express position peaked at $8.75K in Q2 2017.
  • 103 funds tracked by Wall St. Rank held ZTO Express as of Q3 2017.

Based on Westside Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.