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Advisory Research’s Zions Bancorporation ZION Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-2,208
Closed -$68K – 690
2014
Q1 		$68K Buy
+2,208
New +$67.1K ﹤0.01% 642

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisory Research's ZION Position: Q2 2014 in Review

Advisory Research sold out of Zions Bancorporation (ZION) in Q2 2014, closing a stake of 2,208 shares — an estimated $68K sold.

Advisory Research first reported a position in ZION in Q1 2014 and held it in 1 quarter. The position peaked at $68K in Q1 2014. 317 funds tracked by Wall St. Rank hold ZION as of Q2 2014.

  • Advisory Research reported no remaining Zions Bancorporation position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 2,208 Zions Bancorporation shares in Q2 2014, an estimated $68K.
  • Advisory Research first reported a position in Zions Bancorporation in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Zions Bancorporation position peaked at $68K in Q1 2014.
  • 317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.