CWP
ZION icon

Capital Wealth Planning’s Zions Bancorporation ZION Stock Holding History

Capital Wealth Planning’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
-14,416
Closed -$389K – 135
2015
Q1 		$389K Hold
14,416
– – 0.2% 74
2014
Q4 		$411K Hold
14,416
– – 0.19% 74
2014
Q3 		$419K Hold
14,416
– – 0.17% 79
2014
Q2 		$425K Hold
14,416
– – 0.16% 84
2014
Q1 		$447K Hold
14,416
– – 0.19% 76
2013
Q4 		$360K Hold
14,416
– – 0.44% 38
2013
Q3 		$395K Hold
14,416
– – 0.18% 87
2013
Q2 		$417K Buy
+14,416
New +$377K 0.33% 49

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