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Aris Wealth Services’s Zions Bancorporation ZION Stock Holding History

Aris Wealth Services’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
Q2 		– Sell
-72
Closed -$2K – 542
2015
Q1 		$2K Buy
+72
New +$1.89K ﹤0.01% 488

Other funds holding ZION

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 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 $481B AUM 30.42% 1-Year Est. Return

Aris Wealth Services's ZION Position: Q2 2015 in Review

Aris Wealth Services sold out of Zions Bancorporation (ZION) in Q2 2015, closing a stake of 72 shares — an estimated $2K sold.

Aris Wealth Services first reported a position in ZION in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 323 funds tracked by Wall St. Rank hold ZION as of Q2 2015.

  • Aris Wealth Services reported no remaining Zions Bancorporation position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 72 Zions Bancorporation shares in Q2 2015, an estimated $2K.
  • Aris Wealth Services first reported a position in Zions Bancorporation in Q1 2015 and held it in 1 quarter.
  • Aris Wealth Services's Zions Bancorporation position peaked at $2K in Q1 2015.
  • 323 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.