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Guardian Investor Services’s Zions Bancorporation ZION Stock Holding History

Guardian Investor 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
2015
Q1 		$38K Hold
1,400
– – 0.03% 472
2014
Q4 		$40K Sell
1,400
-35
-2% -$988 0.03% 465
2014
Q3 		$42K Buy
1,435
+59
+4% +$1.71K 0.03% 463
2014
Q2 		$41K Sell
1,376
-48
-3% -$1.41K 0.03% 468
2014
Q1 		$44K Sell
1,424
-53
-4% -$1.61K 0.03% 456
2013
Q4 		$44K Hold
1,477
– – 0.03% 454
2013
Q3 		$40K Sell
1,477
-20
-1% -$584 0.03% 450
2013
Q2 		$43K Buy
+1,497
New +$39.1K 0.04% 436

Other funds holding ZION

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Guardian Investor Services's ZION Position: Q1 2015 in Review

Guardian Investor Services held its Zions Bancorporation (ZION) position steady in Q1 2015 at 1,400 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #472.

Guardian Investor Services first reported a position in ZION in Q2 2013 and has held it in 8 quarters since. The position peaked at $44K in Q1 2014. 300 funds tracked by Wall St. Rank hold ZION as of Q1 2015.

  • Guardian Investor Services held 1,400 shares of Zions Bancorporation worth $38K as of Q1 2015.
  • Guardian Investor Services left its Zions Bancorporation share count unchanged in Q1 2015.
  • Zions Bancorporation made up 0.03% of Guardian Investor Services's portfolio in Q1 2015, its #472 holding.
  • Guardian Investor Services first reported a position in Zions Bancorporation in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's Zions Bancorporation position peaked at $44K in Q1 2014.
  • 300 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.