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Bodri Capital Management’s Zions Bancorporation ZION Stock Holding History

Bodri Capital Management’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
-95,000
Closed -$2.8M – 63
2014
Q2 		$2.8M Buy
+95,000
New +$2.79M 1.44% 26

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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 $432B AUM 30.22% 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 $530B AUM 22.01% 1-Year Est. Return

Bodri Capital Management's ZION Position: Q3 2014 in Review

Bodri Capital Management sold out of Zions Bancorporation (ZION) in Q3 2014, closing a stake of 95,000 shares — an estimated $2.8M sold.

Bodri Capital Management first reported a position in ZION in Q2 2014 and held it in 1 quarter. The position peaked at $2.8M in Q2 2014. 332 funds tracked by Wall St. Rank hold ZION as of Q3 2014.

  • Bodri Capital Management reported no remaining Zions Bancorporation position as of Q3 2014 after selling out during the quarter.
  • Bodri Capital Management sold 95,000 Zions Bancorporation shares in Q3 2014, an estimated $2.8M.
  • Bodri Capital Management first reported a position in Zions Bancorporation in Q2 2014 and held it in 1 quarter.
  • Bodri Capital Management's Zions Bancorporation position peaked at $2.8M in Q2 2014.
  • 332 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2014.

Based on Bodri Capital Management's 13F filing for Q3 2014, filed 14 Oct 2014.