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NatWest Group’s Zions Bancorporation ZION Stock Holding History

NatWest Group’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
Q1 		– Sell
-15,235
Closed -$457K – 712
2013
Q4 		$457K Buy
15,235
+4,325
+40% +$124K 0.01% 586
2013
Q3 		$299K Sell
10,910
-17,502
-62% -$511K 0.01% 891
2013
Q2 		$822K Buy
+28,412
New +$743K 0.01% 506

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 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 $1.81T AUM 41.13% 1-Year Est. Return

NatWest Group's ZION Position: Q1 2014 in Review

NatWest Group sold out of Zions Bancorporation (ZION) in Q1 2014, closing a stake of 15,235 shares — an estimated $457K sold.

NatWest Group first reported a position in ZION in Q2 2013 and held it in 3 quarters. The position peaked at $822K in Q2 2013. 325 funds tracked by Wall St. Rank hold ZION as of Q1 2014.

  • NatWest Group reported no remaining Zions Bancorporation position as of Q1 2014 after selling out during the quarter.
  • NatWest Group sold 15,235 Zions Bancorporation shares in Q1 2014, an estimated $457K.
  • NatWest Group first reported a position in Zions Bancorporation in Q2 2013 and held it in 3 quarters.
  • NatWest Group's Zions Bancorporation position peaked at $822K in Q2 2013.
  • 325 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2014.

Based on NatWest Group's 13F filing for Q1 2014, filed 15 May 2014.