IMS
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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

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return