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Freestone Capital Holdings’s Zions Bancorporation ZION Stock Holding History

Freestone Capital Holdings’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
Q4 		– Sell
-133,832
Closed -$3.89M – 177
2014
Q3 		$3.89M Sell
133,832
-523
-0.4% -$15.2K 0.67% 31
2014
Q2 		$3.96M Buy
+134,355
New +$3.95M 0.62% 32

Other funds holding ZION

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Freestone Capital Holdings's ZION Position: Q4 2014 in Review

Freestone Capital Holdings sold out of Zions Bancorporation (ZION) in Q4 2014, closing a stake of 133,832 shares — an estimated $3.89M sold.

Freestone Capital Holdings first reported a position in ZION in Q2 2014 and held it in 2 quarters. The position peaked at $3.96M in Q2 2014. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • Freestone Capital Holdings reported no remaining Zions Bancorporation position as of Q4 2014 after selling out during the quarter.
  • Freestone Capital Holdings sold 133,832 Zions Bancorporation shares in Q4 2014, an estimated $3.89M.
  • Freestone Capital Holdings first reported a position in Zions Bancorporation in Q2 2014 and held it in 2 quarters.
  • Freestone Capital Holdings's Zions Bancorporation position peaked at $3.96M in Q2 2014.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on Freestone Capital Holdings's 13F filing for Q4 2014, filed 11 Feb 2015.