First Allied Advisory Services’s Zions Bancorporation ZION Stock Holding History

First Allied Advisory Services’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
2013 Q4	–	Sell	-20,611	Closed	-$564K	–	1054
2013 Q3	$564K	Hold	20,611	–	–	0.03%	483
2013 Q2	$598K	Buy	+20,611	New	+$539K	0.05%	407

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Allied Advisory Services's ZION Position: Q4 2013 in Review

First Allied Advisory Services sold out of Zions Bancorporation (ZION) in Q4 2013, closing a stake of 20,611 shares — an estimated $564K sold.

First Allied Advisory Services first reported a position in ZION in Q2 2013 and held it in 2 quarters. The position peaked at $598K in Q2 2013. 310 funds tracked by Wall St. Rank hold ZION as of Q4 2013.

First Allied Advisory Services reported no remaining Zions Bancorporation position as of Q4 2013 after selling out during the quarter.
First Allied Advisory Services sold 20,611 Zions Bancorporation shares in Q4 2013, an estimated $564K.
First Allied Advisory Services first reported a position in Zions Bancorporation in Q2 2013 and held it in 2 quarters.
First Allied Advisory Services's Zions Bancorporation position peaked at $598K in Q2 2013.
310 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2013.

Based on First Allied Advisory Services's 13F filing for Q4 2013, filed 12 Feb 2014.