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Rushmore Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Rushmore Investment Advisors’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
2013
Q2 		$204K Buy
+7,060
New +$185K 0.04% 194

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rushmore Investment Advisors's ZION Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Zions Bancorporation (ZION) in Q2 2013: 7,060 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #194 among its holdings.

299 funds tracked by Wall St. Rank hold ZION as of Q2 2013.

  • Rushmore Investment Advisors held 7,060 shares of Zions Bancorporation worth $204K as of Q2 2013.
  • Zions Bancorporation was a new Rushmore Investment Advisors position in Q2 2013.
  • Zions Bancorporation made up 0.04% of Rushmore Investment Advisors's portfolio in Q2 2013, its #194 holding.
  • 299 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.