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NWQ Investment Management Company’s Zions Bancorporation ZION Stock Holding History

NWQ Investment Management Company’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
Q1 		– Sell
-2,111,434
Closed -$60.2M – 182
2014
Q4 		$60.2M Sell
2,111,434
-2,194,004
-51% -$61.9M 0.72% 54
2014
Q3 		$124M Buy
+4,305,438
New +$125M 1.36% 27

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NWQ Investment Management Company's ZION Position: Q1 2015 in Review

NWQ Investment Management Company sold out of Zions Bancorporation (ZION) in Q1 2015, closing a stake of 2,111,434 shares — an estimated $60.2M sold.

NWQ Investment Management Company first reported a position in ZION in Q3 2014 and held it in 2 quarters. The position peaked at $124M in Q3 2014. 300 funds tracked by Wall St. Rank hold ZION as of Q1 2015.

  • NWQ Investment Management Company reported no remaining Zions Bancorporation position as of Q1 2015 after selling out during the quarter.
  • NWQ Investment Management Company sold 2,111,434 Zions Bancorporation shares in Q1 2015, an estimated $60.2M.
  • NWQ Investment Management Company first reported a position in Zions Bancorporation in Q3 2014 and held it in 2 quarters.
  • NWQ Investment Management Company's Zions Bancorporation position peaked at $124M in Q3 2014.
  • 300 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2015.

Based on NWQ Investment Management Company's 13F filing for Q1 2015, filed 14 May 2015.