FAM
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Forty4 Asset Management’s Zions Bancorporation ZION Stock Holding History

Forty4 Asset Management’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
-8,917
Closed -$276K – 45
2014
Q1 		$276K Buy
+8,917
New +$271K 0.22% 27

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

Forty4 Asset Management's ZION Position: Q2 2014 in Review

Forty4 Asset Management sold out of Zions Bancorporation (ZION) in Q2 2014, closing a stake of 8,917 shares — an estimated $276K sold.

Forty4 Asset Management first reported a position in ZION in Q1 2014 and held it in 1 quarter. The position peaked at $276K in Q1 2014. 317 funds tracked by Wall St. Rank hold ZION as of Q2 2014.

  • Forty4 Asset Management reported no remaining Zions Bancorporation position as of Q2 2014 after selling out during the quarter.
  • Forty4 Asset Management sold 8,917 Zions Bancorporation shares in Q2 2014, an estimated $276K.
  • Forty4 Asset Management first reported a position in Zions Bancorporation in Q1 2014 and held it in 1 quarter.
  • Forty4 Asset Management's Zions Bancorporation position peaked at $276K in Q1 2014.
  • 317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2014.

Based on Forty4 Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.