GIM
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Goelzer Investment Management’s Zions Bancorporation ZION Stock Holding History

Goelzer Investment 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
Q1 		– Sell
-49,050
Closed -$1.47M – 198
2013
Q4 		$1.47M Sell
49,050
-95
-0.2% -$2.73K 0.27% 128
2013
Q3 		$1.35M Sell
49,145
-51,295
-51% -$1.5M 0.28% 121
2013
Q2 		$2.9M Buy
+100,440
New +$2.63M 0.31% 122

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goelzer Investment Management's ZION Position: Q1 2014 in Review

Goelzer Investment Management sold out of Zions Bancorporation (ZION) in Q1 2014, closing a stake of 49,050 shares — an estimated $1.47M sold.

Goelzer Investment Management first reported a position in ZION in Q2 2013 and held it in 3 quarters. The position peaked at $2.9M in Q2 2013. 325 funds tracked by Wall St. Rank hold ZION as of Q1 2014.

  • Goelzer Investment Management reported no remaining Zions Bancorporation position as of Q1 2014 after selling out during the quarter.
  • Goelzer Investment Management sold 49,050 Zions Bancorporation shares in Q1 2014, an estimated $1.47M.
  • Goelzer Investment Management first reported a position in Zions Bancorporation in Q2 2013 and held it in 3 quarters.
  • Goelzer Investment Management's Zions Bancorporation position peaked at $2.9M in Q2 2013.
  • 325 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2014.

Based on Goelzer Investment Management's 13F filing for Q1 2014, filed 25 Apr 2014.