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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
– – 0.43% 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 $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $552B AUM 44.19% 1-Year Est. Return

Capital Wealth Planning's ZION Position: Q2 2015 in Review

Capital Wealth Planning sold out of Zions Bancorporation (ZION) in Q2 2015, closing a stake of 14,416 shares — an estimated $389K sold.

Capital Wealth Planning first reported a position in ZION in Q2 2013 and held it in 8 quarters. The position peaked at $447K in Q1 2014. 323 funds tracked by Wall St. Rank hold ZION as of Q2 2015.

  • Capital Wealth Planning reported no remaining Zions Bancorporation position as of Q2 2015 after selling out during the quarter.
  • Capital Wealth Planning sold 14,416 Zions Bancorporation shares in Q2 2015, an estimated $389K.
  • Capital Wealth Planning first reported a position in Zions Bancorporation in Q2 2013 and held it in 8 quarters.
  • Capital Wealth Planning's Zions Bancorporation position peaked at $447K in Q1 2014.
  • 323 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2015.

Based on Capital Wealth Planning's 13F filing for Q2 2015, filed 13 Aug 2015.