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Harvest Capital Strategies’s Zions Bancorporation ZION Stock Holding History

Harvest Capital Strategies’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
Q4 		– Sell
-34,500
Closed -$1M – 149
2014
Q3 		$1M Buy
+34,500
New +$1M 0.08% 108
2013
Q4 		– Sell
-116,021
Closed -$3.18M – 149
2013
Q3 		$3.18M Buy
116,021
+10,000
+9% +$292K 0.2% 55
2013
Q2 		$3.07M Buy
+106,021
New +$2.77M 0.26% 53

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
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
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Capital Strategies's ZION Position: Q4 2014 in Review

Harvest Capital Strategies sold out of Zions Bancorporation (ZION) in Q4 2014, closing a stake of 34,500 shares — an estimated $1M sold.

Harvest Capital Strategies first reported a position in ZION in Q2 2013 and held it in 3 quarters. The position peaked at $3.18M in Q3 2013. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • Harvest Capital Strategies reported no remaining Zions Bancorporation position as of Q4 2014 after selling out during the quarter.
  • Harvest Capital Strategies sold 34,500 Zions Bancorporation shares in Q4 2014, an estimated $1M.
  • Harvest Capital Strategies first reported a position in Zions Bancorporation in Q2 2013 and held it in 3 quarters.
  • Harvest Capital Strategies's Zions Bancorporation position peaked at $3.18M in Q3 2013.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on Harvest Capital Strategies's 13F filing for Q4 2014, filed 17 Feb 2015.