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Gupta Wealth Management’s Zions Bancorporation ZION Stock Holding History

Gupta Wealth 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
2016
Q1 		$611K Buy
25,234
+634
+3% +$14.6K 0.14% 126
2015
Q4 		$672K Buy
+24,600
New +$706K 0.17% 114

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gupta Wealth Management's ZION Position: Q1 2016 in Review

Gupta Wealth Management increased its Zions Bancorporation (ZION) stake by 2.6% in Q1 2016, buying an estimated $14.6K and bringing the position to 25,234 shares worth $611K. The position accounts for 0.14% of the portfolio, ranked #126.

Gupta Wealth Management first reported a position in ZION in Q4 2015 and has held it in 2 quarters since. The position peaked at $672K in Q4 2015. 334 funds tracked by Wall St. Rank hold ZION as of Q1 2016.

  • Gupta Wealth Management held 25,234 shares of Zions Bancorporation worth $611K as of Q1 2016.
  • Gupta Wealth Management bought 634 Zions Bancorporation shares in Q1 2016, an estimated $14.6K.
  • Zions Bancorporation made up 0.14% of Gupta Wealth Management's portfolio in Q1 2016, its #126 holding.
  • Gupta Wealth Management first reported a position in Zions Bancorporation in Q4 2015 and has held it in 2 quarters since.
  • Gupta Wealth Management's Zions Bancorporation position peaked at $672K in Q4 2015.
  • 334 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.