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Palisades Investment Partners’s Zions Bancorporation ZION Stock Holding History

Palisades Investment Partners’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
Q2 		$539K Sell
18,300
-12,700
-41% -$373K 0.96% 50
2014
Q1 		$960K Hold
31,000
– – 1.04% 46
2013
Q4 		$930K Sell
31,000
-9,700
-24% -$279K 1.03% 44
2013
Q3 		$1.12M Sell
40,700
-33,200
-45% -$969K 1.05% 43
2013
Q2 		$2.14M Buy
+73,900
New +$1.93M 2.12% 14

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Perkins Investment Management
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Palisades Investment Partners's ZION Position: Q2 2014 in Review

Palisades Investment Partners reduced its Zions Bancorporation (ZION) stake by 41% in Q2 2014, selling an estimated $373K and leaving 18,300 shares worth $539K. The position accounts for 0.96% of the portfolio, ranked #50.

Palisades Investment Partners first reported a position in ZION in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.14M in Q2 2013. 317 funds tracked by Wall St. Rank hold ZION as of Q2 2014.

  • Palisades Investment Partners held 18,300 shares of Zions Bancorporation worth $539K as of Q2 2014.
  • Palisades Investment Partners sold 12,700 Zions Bancorporation shares in Q2 2014, an estimated $373K.
  • Zions Bancorporation made up 0.96% of Palisades Investment Partners's portfolio in Q2 2014, its #50 holding.
  • Palisades Investment Partners first reported a position in Zions Bancorporation in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's Zions Bancorporation position peaked at $2.14M in Q2 2013.
  • 317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.