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Gary Goldberg Planning Services’s Zions Bancorporation ZION Stock Holding History

Gary Goldberg Planning 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
2014
Q2 		– Sell
-14
Closed – – 465
2014
Q1 		$0 Buy
+14
New +$425 ﹤0.01% 449

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
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 $552B AUM 44.19% 1-Year Est. Return

Gary Goldberg Planning Services's ZION Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Zions Bancorporation (ZION) in Q2 2014, closing a stake of 14 shares.

Gary Goldberg Planning Services first reported a position in ZION in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 317 funds tracked by Wall St. Rank hold ZION as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Zions Bancorporation position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 14 Zions Bancorporation shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Zions Bancorporation in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Zions Bancorporation position peaked at $0 in Q1 2014.
  • 317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.