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Fiduciary Management Associates’s Zions Bancorporation ZION Stock Holding History

Fiduciary Management Associates’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
-14,570
Closed -$437K – 138
2013
Q4 		$437K Buy
14,570
+60
+0.4% +$1.73K 0.03% 118
2013
Q3 		$398K Hold
14,510
– – 0.03% 126
2013
Q2 		$419K Buy
+14,510
New +$379K 0.03% 132

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

Fiduciary Management Associates's ZION Position: Q1 2014 in Review

Fiduciary Management Associates sold out of Zions Bancorporation (ZION) in Q1 2014, closing a stake of 14,570 shares — an estimated $437K sold.

Fiduciary Management Associates first reported a position in ZION in Q2 2013 and held it in 3 quarters. The position peaked at $437K in Q4 2013. 325 funds tracked by Wall St. Rank hold ZION as of Q1 2014.

  • Fiduciary Management Associates reported no remaining Zions Bancorporation position as of Q1 2014 after selling out during the quarter.
  • Fiduciary Management Associates sold 14,570 Zions Bancorporation shares in Q1 2014, an estimated $437K.
  • Fiduciary Management Associates first reported a position in Zions Bancorporation in Q2 2013 and held it in 3 quarters.
  • Fiduciary Management Associates's Zions Bancorporation position peaked at $437K in Q4 2013.
  • 325 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2014.

Based on Fiduciary Management Associates's 13F filing for Q1 2014, filed 9 May 2014.