WhitTier Trust Company’s Zumiez ZUMZ Stock Holding History

WhitTier Trust Company’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-257	Closed	-$5K	–	1009
2017 Q3	$5K	Hold	257	–	–	﹤0.01%	874
2017 Q2	$3K	Hold	257	–	–	﹤0.01%	872
2017 Q1	$5K	Hold	257	–	–	﹤0.01%	855
2016 Q4	$6K	Hold	257	–	–	﹤0.01%	839
2016 Q3	$5K	Hold	257	–	–	﹤0.01%	826
2016 Q2	$4K	Hold	257	–	–	﹤0.01%	847
2016 Q1	$5K	Buy	+257	New	+$4.82K	﹤0.01%	832

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MCM

Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WhitTier Trust Company's ZUMZ Position: Q4 2017 in Review

WhitTier Trust Company sold out of Zumiez (ZUMZ) in Q4 2017, closing a stake of 257 shares — an estimated $5K sold.

WhitTier Trust Company first reported a position in ZUMZ in Q1 2016 and held it in 7 quarters. The position peaked at $6K in Q4 2016. 144 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2017.

WhitTier Trust Company reported no remaining Zumiez position as of Q4 2017 after selling out during the quarter.
WhitTier Trust Company sold 257 Zumiez shares in Q4 2017, an estimated $5K.
WhitTier Trust Company first reported a position in Zumiez in Q1 2016 and held it in 7 quarters.
WhitTier Trust Company's Zumiez position peaked at $6K in Q4 2016.
144 funds tracked by Wall St. Rank held Zumiez as of Q4 2017.

Based on WhitTier Trust Company's 13F filing for Q4 2017, filed 7 Feb 2018.