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Northwestern Mutual Investment Services’s Zions Bancorporation ZION Stock Holding History

Northwestern Mutual Investment Services’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
Q4 		– Sell
-40
Closed -$1K – 383
2015
Q3 		$1K Buy
+40
New +$1.19K ﹤0.01% 282

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Investment Services's ZION Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Zions Bancorporation (ZION) in Q4 2015, closing a stake of 40 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in ZION in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 335 funds tracked by Wall St. Rank hold ZION as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining Zions Bancorporation position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 40 Zions Bancorporation shares in Q4 2015, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Zions Bancorporation in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Zions Bancorporation position peaked at $1K in Q3 2015.
  • 335 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.