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Chartwell Investment Partners’s Zions Bancorporation ZION Stock Holding History

Chartwell Investment Partners’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
Q1 		– Sell
-803,489
Closed -$24.1M – 367
2013
Q4 		$24.1M Buy
803,489
+129,390
+19% +$3.72M 0.49% 57
2013
Q3 		$18.5M Sell
674,099
-46,055
-6% -$1.34M 0.42% 78
2013
Q2 		$20.8M Buy
+720,154
New +$18.8M 0.53% 47

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chartwell Investment Partners's ZION Position: Q1 2014 in Review

Chartwell Investment Partners sold out of Zions Bancorporation (ZION) in Q1 2014, closing a stake of 803,489 shares — an estimated $24.1M sold.

Chartwell Investment Partners first reported a position in ZION in Q2 2013 and held it in 3 quarters. The position peaked at $24.1M in Q4 2013. 325 funds tracked by Wall St. Rank hold ZION as of Q1 2014.

  • Chartwell Investment Partners reported no remaining Zions Bancorporation position as of Q1 2014 after selling out during the quarter.
  • Chartwell Investment Partners sold 803,489 Zions Bancorporation shares in Q1 2014, an estimated $24.1M.
  • Chartwell Investment Partners first reported a position in Zions Bancorporation in Q2 2013 and held it in 3 quarters.
  • Chartwell Investment Partners's Zions Bancorporation position peaked at $24.1M in Q4 2013.
  • 325 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2014.

Based on Chartwell Investment Partners's 13F filing for Q1 2014, filed 20 May 2014.