AH
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Achievement Holdings’s Zions Bancorporation ZION Stock Holding History

Achievement Holdings’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-190,950
Closed -$6.06K – 247
2015
Q2 		$6.06K Buy
190,950
+105,600
+124% +$3.11M 0.27% 81
2015
Q1 		$2.3K Buy
+85,350
New +$2.23M 0.08% 124

Other funds holding ZION

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Achievement Holdings's ZION Position: Q3 2015 in Review

Achievement Holdings sold out of Zions Bancorporation (ZION) in Q3 2015, closing a stake of 190,950 shares — an estimated $6.06K sold.

Achievement Holdings first reported a position in ZION in Q1 2015 and held it in 2 quarters. The position peaked at $6.06K in Q2 2015. 313 funds tracked by Wall St. Rank hold ZION as of Q3 2015.

  • Achievement Holdings reported no remaining Zions Bancorporation position as of Q3 2015 after selling out during the quarter.
  • Achievement Holdings sold 190,950 Zions Bancorporation shares in Q3 2015, an estimated $6.06K.
  • Achievement Holdings first reported a position in Zions Bancorporation in Q1 2015 and held it in 2 quarters.
  • Achievement Holdings's Zions Bancorporation position peaked at $6.06K in Q2 2015.
  • 313 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2015.

Based on Achievement Holdings's 13F filing for Q3 2015, filed 16 Nov 2015.