Capital World Investors
ZION icon

Capital World Investors’s Zions Bancorporation ZION Stock Holding History

Capital World Investors’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
Q2 		– Sell
-882,838
Closed -$27.4M – 533
2014
Q1 		$27.4M Hold
882,838
– – 0.01% 392
2013
Q4 		$26.4M Hold
882,838
– – 0.01% 392
2013
Q3 		$24.2M Sell
882,838
-122,162
-12% -$3.57M 0.01% 392
2013
Q2 		$29M Buy
+1,005,000
New +$26.3M 0.01% 377

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors's ZION Position: Q2 2014 in Review

Capital World Investors sold out of Zions Bancorporation (ZION) in Q2 2014, closing a stake of 882,838 shares — an estimated $27.4M sold.

Capital World Investors first reported a position in ZION in Q2 2013 and held it in 4 quarters. The position peaked at $29M in Q2 2013. 317 funds tracked by Wall St. Rank hold ZION as of Q2 2014.

  • Capital World Investors reported no remaining Zions Bancorporation position as of Q2 2014 after selling out during the quarter.
  • Capital World Investors sold 882,838 Zions Bancorporation shares in Q2 2014, an estimated $27.4M.
  • Capital World Investors first reported a position in Zions Bancorporation in Q2 2013 and held it in 4 quarters.
  • Capital World Investors's Zions Bancorporation position peaked at $29M in Q2 2013.
  • 317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2014.

Based on Capital World Investors's 13F filing for Q2 2014, filed 14 Aug 2014.