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WFG Advisors’s lululemon athletica LULU Stock Holding History

WFG Advisors’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
-100
Closed -$5K – 1617
2017
Q1 		$5K Hold
100
– – ﹤0.01% 1222
2016
Q4 		$6K Sell
100
-407
-80% -$24.3K ﹤0.01% 1227
2016
Q3 		$31K Sell
507
-200
-28% -$14.8K 0.01% 828
2016
Q2 		$52K Sell
707
-300
-30% -$19.9K 0.01% 678
2016
Q1 		$68K Sell
1,007
-500
-33% -$30K 0.02% 582
2015
Q4 		$79K Sell
1,507
-2,534
-63% -$128K 0.02% 529
2015
Q3 		$205K Sell
4,041
-175
-4% -$10.7K 0.06% 284
2015
Q2 		$275K Sell
4,216
-100
-2% -$6.5K 0.08% 264
2015
Q1 		$276K Buy
4,316
+4,109
+1,985% +$263K 0.08% 269
2014
Q4 		$12K Buy
207
+200
+2,857% +$9.12K ﹤0.01% 1389
2014
Q3 		$0 Hold
7
– – ﹤0.01% 2142
2014
Q2 		$0 Hold
7
– – ﹤0.01% 2030
2014
Q1 		$0 Sell
7
-98
-93% -$4.89K ﹤0.01% 2126
2013
Q4 		$6K Sell
105
-223
-68% -$15.3K ﹤0.01% 1713
2013
Q3 		$24K Buy
328
+30
+10% +$2.09K ﹤0.01% 1205
2013
Q2 		$20K Buy
+298
New +$21.6K ﹤0.01% 1210

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

WFG Advisors's LULU Position: Q2 2017 in Review

WFG Advisors sold out of lululemon athletica (LULU) in Q2 2017, closing a stake of 100 shares — an estimated $5K sold.

WFG Advisors first reported a position in LULU in Q2 2013 and held it in 16 quarters. The position peaked at $276K in Q1 2015. 330 funds tracked by Wall St. Rank hold LULU as of Q2 2017.

  • WFG Advisors reported no remaining lululemon athletica position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 100 lululemon athletica shares in Q2 2017, an estimated $5K.
  • WFG Advisors first reported a position in lululemon athletica in Q2 2013 and held it in 16 quarters.
  • WFG Advisors's lululemon athletica position peaked at $276K in Q1 2015.
  • 330 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.