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New England Securities’s Zions Bancorporation ZION Stock Holding History

New England Securities’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
Q4 		$1K Hold
48
– – ﹤0.01% 1586
2014
Q3 		$1K Hold
48
– – ﹤0.01% 1620
2014
Q2 		$1K Sell
48
-2
-4% -$59 ﹤0.01% 1669
2014
Q1 		$2K Sell
50
-434
-90% -$13.2K ﹤0.01% 1550
2013
Q4 		$15K Buy
484
+436
+908% +$12.5K 0.01% 919
2013
Q3 		$1K Buy
+48
New +$1.4K ﹤0.01% 1571

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New England Securities's ZION Position: Q4 2014 in Review

New England Securities held its Zions Bancorporation (ZION) position steady in Q4 2014 at 48 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

New England Securities first reported a position in ZION in Q3 2013 and has held it in 6 quarters since. The position peaked at $15K in Q4 2013. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • New England Securities held 48 shares of Zions Bancorporation worth $1K as of Q4 2014.
  • New England Securities left its Zions Bancorporation share count unchanged in Q4 2014.
  • Zions Bancorporation made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1586 holding.
  • New England Securities first reported a position in Zions Bancorporation in Q3 2013 and has held it in 6 quarters since.
  • New England Securities's Zions Bancorporation position peaked at $15K in Q4 2013.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.