Buckhead Capital Management’s Zions Bancorporation ZION Stock Holding History

Buckhead 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
2015 Q2	–	Sell	-24,960	Closed	-$674K	–	201
2015 Q1	$674K	Sell	24,960 -9,522	-28%	-$249K	0.12%	148
2014 Q4	$983K	Sell	34,482 -513	-1%	-$14.5K	0.17%	146
2014 Q3	$1.02M	Sell	34,995 -17,332	-33%	-$503K	0.18%	132
2014 Q2	$1.54M	Sell	52,327 -25,901	-33%	-$762K	0.22%	128
2014 Q1	$2.42M	Buy	78,228 +1,624	+2%	+$49.3K	0.31%	111
2013 Q4	$2.29M	Sell	76,604 -3,760	-5%	-$108K	0.3%	109
2013 Q3	$2.2M	Sell	80,364 -32,366	-29%	-$945K	0.3%	109
2013 Q2	$3.26M	Buy	+112,730	New	+$2.95M	0.41%	92

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Buckhead Capital Management's ZION Position: Q2 2015 in Review

Buckhead Capital Management sold out of Zions Bancorporation (ZION) in Q2 2015, closing a stake of 24,960 shares — an estimated $674K sold.

Buckhead Capital Management first reported a position in ZION in Q2 2013 and held it in 8 quarters. The position peaked at $3.26M in Q2 2013. 323 funds tracked by Wall St. Rank hold ZION as of Q2 2015.

Buckhead Capital Management reported no remaining Zions Bancorporation position as of Q2 2015 after selling out during the quarter.
Buckhead Capital Management sold 24,960 Zions Bancorporation shares in Q2 2015, an estimated $674K.
Buckhead Capital Management first reported a position in Zions Bancorporation in Q2 2013 and held it in 8 quarters.
Buckhead Capital Management's Zions Bancorporation position peaked at $3.26M in Q2 2013.
323 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2015.

Based on Buckhead Capital Management's 13F filing for Q2 2015, filed 21 Jul 2015.