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Grey Owl Capital Management’s Zions Bancorporation ZION Stock Holding History

Grey Owl Capital 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
Q3 		$232K Buy
+8,000
New +$232K 0.29% 37

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Grey Owl Capital Management's ZION Position: Q3 2014 in Review

Grey Owl Capital Management opened a new position in Zions Bancorporation (ZION) in Q3 2014: 8,000 shares worth $232K. The stake represents 0.29% of the portfolio and ranks #37 among its holdings.

332 funds tracked by Wall St. Rank hold ZION as of Q3 2014.

  • Grey Owl Capital Management held 8,000 shares of Zions Bancorporation worth $232K as of Q3 2014.
  • Zions Bancorporation was a new Grey Owl Capital Management position in Q3 2014.
  • Zions Bancorporation made up 0.29% of Grey Owl Capital Management's portfolio in Q3 2014, its #37 holding.
  • 332 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2014.

Based on Grey Owl Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.