FPA
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Fieldpoint Private Advisors’s Zions Bancorporation ZION Stock Holding History

Fieldpoint Private Advisors’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
2015
Q3 		– Sell
-79,720
Closed -$2.53M – 64
2015
Q2 		$2.53M Sell
79,720
-600
-0.7% -$17.7K 1.58% 37
2015
Q1 		$2.17M Sell
80,320
-16,700
-17% -$437K 1.32% 38
2014
Q4 		$2.77M Buy
97,020
+2,850
+3% +$80.4K 1.79% 31
2014
Q3 		$2.74M Sell
94,170
-1,825
-2% -$53K 1.77% 30
2014
Q2 		$2.83M Sell
95,995
-4,245
-4% -$125K 1.71% 27
2014
Q1 		$3.1M Buy
+100,240
New +$3.05M 1.84% 22
2013
Q3 		– Sell
-109,200
Closed -$3.16M – 71
2013
Q2 		$3.16M Buy
+109,200
New +$2.86M 1.94% 23

Other funds holding ZION

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return