KAH
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Kathryn A. Hall’s Zions Bancorporation ZION Stock Holding History

Kathryn A. Hall’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
Q2 		– Sell
-8,500
Closed -$230K – 65
2015
Q1 		$230K Hold
8,500
– – 0.08% 63
2014
Q4 		$242K Buy
+8,500
New +$240K 0.07% 58

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kathryn A. Hall's ZION Position: Q2 2015 in Review

Kathryn A. Hall sold out of Zions Bancorporation (ZION) in Q2 2015, closing a stake of 8,500 shares — an estimated $230K sold.

Kathryn A. Hall first reported a position in ZION in Q4 2014 and held it in 2 quarters. The position peaked at $242K in Q4 2014. 323 funds tracked by Wall St. Rank hold ZION as of Q2 2015.

  • Kathryn A. Hall reported no remaining Zions Bancorporation position as of Q2 2015 after selling out during the quarter.
  • Kathryn A. Hall sold 8,500 Zions Bancorporation shares in Q2 2015, an estimated $230K.
  • Kathryn A. Hall first reported a position in Zions Bancorporation in Q4 2014 and held it in 2 quarters.
  • Kathryn A. Hall's Zions Bancorporation position peaked at $242K in Q4 2014.
  • 323 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2015.

Based on Kathryn A. Hall's 13F filing for Q2 2015, filed 13 Aug 2015.