Index Management Solutions’s Zions Bancorporation ZION Stock Holding History

Index Management Solutions’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 Q3	$4K	Sell	135 -37	-22%	-$1.1K	﹤0.01%	653
2015 Q2	$5K	Sell	172 -366	-68%	-$10.8K	﹤0.01%	687
2015 Q1	$15K	Sell	538 -648	-55%	-$17K	0.01%	481
2014 Q4	$34K	Sell	1,186 -6,615	-85%	-$187K	﹤0.01%	588
2014 Q3	$227K	Buy	7,801 +547	+8%	+$15.9K	0.03%	592
2014 Q2	$214K	Buy	7,254 +4,341	+149%	+$128K	0.03%	603
2014 Q1	$90K	Buy	2,913 +36	+1%	+$1.09K	0.01%	498
2013 Q4	$86K	Buy	2,877 +859	+43%	+$24.7K	0.02%	248
2013 Q3	$55K	Buy	+2,018	New	+$58.9K	0.02%	412

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Index Management Solutions's ZION Position: Q3 2015 in Review

Index Management Solutions reduced its Zions Bancorporation (ZION) stake by 22% in Q3 2015, selling an estimated $1.1K and leaving 135 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Index Management Solutions first reported a position in ZION in Q3 2013 and has held it in 9 quarters since. The position peaked at $227K in Q3 2014. 313 funds tracked by Wall St. Rank hold ZION as of Q3 2015.

Index Management Solutions held 135 shares of Zions Bancorporation worth $4K as of Q3 2015.
Index Management Solutions sold 37 Zions Bancorporation shares in Q3 2015, an estimated $1.1K.
Zions Bancorporation made up ﹤0.01% of Index Management Solutions's portfolio in Q3 2015, its #653 holding.
Index Management Solutions first reported a position in Zions Bancorporation in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Zions Bancorporation position peaked at $227K in Q3 2014.
313 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.