Old Mutual Customised Solutions’s Zions Bancorporation ZION Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$559K	Buy	10,600 +2,500	+31%	+$138K	0.06%	371
2018 Q1	$427K	Hold	8,100	–	–	0.04%	421
2017 Q4	$412K	Buy	8,100 +4,100	+103%	+$196K	0.04%	432
2017 Q3	$189K	Hold	4,000	–	–	0.03%	549
2017 Q2	$176K	Buy	+4,000	New	+$165K	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%	-$61.3K	0.04%	504
2013 Q2	$197K	Buy	+6,800	New	+$178K	0.06%	344

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Old Mutual Customised Solutions's ZION Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Zions Bancorporation (ZION) stake by 31% in Q2 2018, buying an estimated $138K and bringing the position to 10,600 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #371.

Old Mutual Customised Solutions first reported a position in ZION in Q2 2013 and has held it in 20 quarters since. 540 funds tracked by Wall St. Rank hold ZION as of Q2 2018.

Old Mutual Customised Solutions held 10,600 shares of Zions Bancorporation worth $559K as of Q2 2018.
Old Mutual Customised Solutions bought 2,500 Zions Bancorporation shares in Q2 2018, an estimated $138K.
Zions Bancorporation made up 0.06% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #371 holding.
Old Mutual Customised Solutions first reported a position in Zions Bancorporation in Q2 2013 and has held it in 20 quarters since.
540 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.