Old Mutual Customised Solutions’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $559K | Buy |
10,600
+2,500
| +31% | +$132K | 0.06% | 371 |
|
|
2018
Q1 | $427K | Hold |
8,100
| – | – | 0.04% | 421 |
|
|
2017
Q4 | $412K | Buy |
8,100
+4,100
| +103% | +$209K | 0.04% | 432 |
|
|
2017
Q3 | $189K | Hold |
4,000
| – | – | 0.03% | 549 |
|
|
2017
Q2 | $176K | Buy |
+4,000
| New | +$176K | 0.03% | 553 |
|
|
2017
Q1 | – | Sell |
-4,700
| Closed | -$202K | – | 813 |
|
|
2016
Q4 | $202K | Hold |
4,700
| – | – | 0.04% | 503 |
|
|
2016
Q3 | $146K | Hold |
4,700
| – | – | 0.04% | 466 |
|
|
2016
Q2 | $118K | Hold |
4,700
| – | – | 0.03% | 577 |
|
|
2016
Q1 | $114K | Hold |
4,700
| – | – | 0.03% | 575 |
|
|
2015
Q4 | $128K | Hold |
4,700
| – | – | 0.03% | 535 |
|
|
2015
Q3 | $129K | Hold |
4,700
| – | – | 0.03% | 538 |
|
|
2015
Q2 | $149K | Hold |
4,700
| – | – | 0.04% | 529 |
|
|
2015
Q1 | $127K | Hold |
4,700
| – | – | 0.03% | 561 |
|
|
2014
Q4 | $134K | Hold |
4,700
| – | – | 0.04% | 515 |
|
|
2014
Q3 | $137K | Hold |
4,700
| – | – | 0.04% | 478 |
|
|
2014
Q2 | $139K | Hold |
4,700
| – | – | 0.03% | 530 |
|
|
2014
Q1 | $146K | Hold |
4,700
| – | – | 0.04% | 511 |
|
|
2013
Q4 | $141K | Hold |
4,700
| – | – | 0.04% | 503 |
|
|
2013
Q3 | $129K | Sell |
4,700
-2,100
| -31% | -$57.6K | 0.04% | 504 |
|
|
2013
Q2 | $197K | Buy |
+6,800
| New | +$197K | 0.06% | 344 |
|