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Community Financial System’s Zions Bancorporation ZION Stock Holding History

Community Financial System’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
-350
Closed -$11K – 420
2014
Q1 		$11K Buy
+350
New +$10.6K ﹤0.01% 330

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $481B AUM 30.42% 1-Year Est. Return

Community Financial System's ZION Position: Q2 2014 in Review

Community Financial System sold out of Zions Bancorporation (ZION) in Q2 2014, closing a stake of 350 shares — an estimated $11K sold.

Community Financial System first reported a position in ZION in Q1 2014 and held it in 1 quarter. The position peaked at $11K in Q1 2014. 317 funds tracked by Wall St. Rank hold ZION as of Q2 2014.

  • Community Financial System reported no remaining Zions Bancorporation position as of Q2 2014 after selling out during the quarter.
  • Community Financial System sold 350 Zions Bancorporation shares in Q2 2014, an estimated $11K.
  • Community Financial System first reported a position in Zions Bancorporation in Q1 2014 and held it in 1 quarter.
  • Community Financial System's Zions Bancorporation position peaked at $11K in Q1 2014.
  • 317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2014.

Based on Community Financial System's 13F filing for Q2 2014, filed 25 Jul 2014.