ZIM
WMAR

Zacks Investment Management’s West Marine Inc WMAR Stock Holding History

Zacks Investment Management’s Portfolio WMAR Stock Details WMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-125,360
Closed -$1.04M – 797
2016
Q3 		$1.04M Sell
125,360
-4,240
-3% -$38.4K 0.03% 325
2016
Q2 		$1.09M Sell
129,600
-6,870
-5% -$63.2K 0.03% 304
2016
Q1 		$1.24M Sell
136,470
-23,967
-15% -$205K 0.04% 282
2015
Q4 		$1.36M Buy
+160,437
New +$1.48M 0.04% 245
2013
Q3 		– Sell
-12,542
Closed -$138K – 691
2013
Q2 		$138K Buy
+12,542
New +$148K 0.01% 596

Other funds holding WMAR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Zacks Investment Management's WMAR Position: Q4 2016 in Review

Zacks Investment Management sold out of West Marine Inc (WMAR) in Q4 2016, closing a stake of 125,360 shares — an estimated $1.04M sold.

Zacks Investment Management first reported a position in WMAR in Q2 2013 and held it in 5 quarters. The position peaked at $1.36M in Q4 2015. 90 funds tracked by Wall St. Rank hold WMAR as of Q4 2016.

  • Zacks Investment Management reported no remaining West Marine Inc position as of Q4 2016 after selling out during the quarter.
  • Zacks Investment Management sold 125,360 West Marine Inc shares in Q4 2016, an estimated $1.04M.
  • Zacks Investment Management first reported a position in West Marine Inc in Q2 2013 and held it in 5 quarters.
  • Zacks Investment Management's West Marine Inc position peaked at $1.36M in Q4 2015.
  • 90 funds tracked by Wall St. Rank held West Marine Inc as of Q4 2016.

Based on Zacks Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.