BCM
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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
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 $761B 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