Emrys Partners’s Zions Bancorporation ZION Stock Holding History

Emrys 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 Q2	–	Sell	-140,600	Closed	-$4.36M	–	15
2014 Q1	$4.36M	Buy	+140,600	New	+$4.27M	3.6%	15

Other funds holding ZION

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Emrys Partners's ZION Position: Q2 2014 in Review

Emrys Partners sold out of Zions Bancorporation (ZION) in Q2 2014, closing a stake of 140,600 shares — an estimated $4.36M sold.

Emrys Partners first reported a position in ZION in Q1 2014 and held it in 1 quarter. The position peaked at $4.36M in Q1 2014. 317 funds tracked by Wall St. Rank hold ZION as of Q2 2014.

Emrys Partners reported no remaining Zions Bancorporation position as of Q2 2014 after selling out during the quarter.
Emrys Partners sold 140,600 Zions Bancorporation shares in Q2 2014, an estimated $4.36M.
Emrys Partners first reported a position in Zions Bancorporation in Q1 2014 and held it in 1 quarter.
Emrys Partners's Zions Bancorporation position peaked at $4.36M in Q1 2014.
317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2014.

Based on Emrys Partners's 13F filing for Q2 2014.