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Montibus Capital Management’s Zions Bancorporation ZION Stock Holding History

Montibus Capital 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
2013
Q3 		$307K Sell
11,205
-293
-3% -$8.55K 0.03% 106
2013
Q2 		$333K Buy
+11,498
New +$301K 0.04% 94

Other funds holding ZION

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montibus Capital Management's ZION Position: Q3 2013 in Review

Montibus Capital Management reduced its Zions Bancorporation (ZION) stake by 2.5% in Q3 2013, selling an estimated $8.55K and leaving 11,205 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #106.

Montibus Capital Management first reported a position in ZION in Q2 2013 and has held it in 2 quarters since. The position peaked at $333K in Q2 2013. 321 funds tracked by Wall St. Rank hold ZION as of Q3 2013.

  • Montibus Capital Management held 11,205 shares of Zions Bancorporation worth $307K as of Q3 2013.
  • Montibus Capital Management sold 293 Zions Bancorporation shares in Q3 2013, an estimated $8.55K.
  • Zions Bancorporation made up 0.03% of Montibus Capital Management's portfolio in Q3 2013, its #106 holding.
  • Montibus Capital Management first reported a position in Zions Bancorporation in Q2 2013 and has held it in 2 quarters since.
  • Montibus Capital Management's Zions Bancorporation position peaked at $333K in Q2 2013.
  • 321 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2013.

Based on Montibus Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.