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Placemark Investments’s Zions Bancorporation ZION Stock Holding History

Placemark Investments’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
Q4 		$536K Sell
18,753
-1,943
-9% -$54.8K 0.01% 1146
2014
Q3 		$600K Sell
20,696
-126,370
-86% -$3.67M 0.01% 1109
2014
Q2 		$4.33M Sell
147,066
-4,996
-3% -$147K 0.08% 319
2014
Q1 		$4.71M Sell
152,062
-589
-0.4% -$17.9K 0.09% 256
2013
Q4 		$4.57M Sell
152,651
-2,952
-2% -$85K 0.08% 310
2013
Q3 		$4.27M Sell
155,603
-3,419
-2% -$99.8K 0.08% 297
2013
Q2 		$4.6M Buy
+159,022
New +$4.16M 0.1% 246

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Placemark Investments's ZION Position: Q4 2014 in Review

Placemark Investments reduced its Zions Bancorporation (ZION) stake by 9.4% in Q4 2014, selling an estimated $54.8K and leaving 18,753 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #1146.

Placemark Investments first reported a position in ZION in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.71M in Q1 2014. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • Placemark Investments held 18,753 shares of Zions Bancorporation worth $536K as of Q4 2014.
  • Placemark Investments sold 1,943 Zions Bancorporation shares in Q4 2014, an estimated $54.8K.
  • Zions Bancorporation made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1146 holding.
  • Placemark Investments first reported a position in Zions Bancorporation in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Zions Bancorporation position peaked at $4.71M in Q1 2014.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.