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Robert N. Shapiro’s Zions Bancorporation ZION Stock Holding History

Robert N. Shapiro’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 		$86K Buy
3,031
+213
+8% +$6.01K 0.02% 379
2014
Q3 		$82K Buy
2,818
+79
+3% +$2.29K 0.02% 400
2014
Q2 		$81K Hold
2,739
– – 0.02% 398
2014
Q1 		$85K Sell
2,739
-266
-9% -$8.08K 0.02% 399
2013
Q4 		$90K Hold
3,005
– – 0.02% 389
2013
Q3 		$82K Hold
3,005
– – 0.01% 453
2013
Q2 		$87K Buy
+3,005
New +$78.6K 0.02% 426

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

Robert N. Shapiro's ZION Position: Q4 2014 in Review

Robert N. Shapiro increased its Zions Bancorporation (ZION) stake by 7.6% in Q4 2014, buying an estimated $6.01K and bringing the position to 3,031 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #379.

Robert N. Shapiro first reported a position in ZION in Q2 2013 and has held it in 7 quarters since. The position peaked at $90K in Q4 2013. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • Robert N. Shapiro held 3,031 shares of Zions Bancorporation worth $86K as of Q4 2014.
  • Robert N. Shapiro bought 213 Zions Bancorporation shares in Q4 2014, an estimated $6.01K.
  • Zions Bancorporation made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #379 holding.
  • Robert N. Shapiro first reported a position in Zions Bancorporation in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Zions Bancorporation position peaked at $90K in Q4 2013.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.