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Banyan Partners’s Zions Bancorporation ZION Stock Holding History

Banyan Partners’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
Q3 		– Sell
-7,045
Closed -$208K – 402
2014
Q2 		$208K Hold
7,045
– – 0.02% 370
2014
Q1 		$218K Sell
7,045
-15
-0.2% -$456 0.02% 364
2013
Q4 		$212K Buy
+7,060
New +$203K 0.01% 388

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 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
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Banyan Partners's ZION Position: Q3 2014 in Review

Banyan Partners sold out of Zions Bancorporation (ZION) in Q3 2014, closing a stake of 7,045 shares — an estimated $208K sold.

Banyan Partners first reported a position in ZION in Q4 2013 and held it in 3 quarters. The position peaked at $218K in Q1 2014. 332 funds tracked by Wall St. Rank hold ZION as of Q3 2014.

  • Banyan Partners reported no remaining Zions Bancorporation position as of Q3 2014 after selling out during the quarter.
  • Banyan Partners sold 7,045 Zions Bancorporation shares in Q3 2014, an estimated $208K.
  • Banyan Partners first reported a position in Zions Bancorporation in Q4 2013 and held it in 3 quarters.
  • Banyan Partners's Zions Bancorporation position peaked at $218K in Q1 2014.
  • 332 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.