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Schutz Anton Villars’s Zions Bancorporation ZION Stock Holding History

Schutz Anton Villars’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
Q4 		$113K Buy
3,768
+1,768
+88% +$50.9K 2.56% 20
2013
Q3 		$55K Buy
+2,000
New +$58.4K 1.19% 29

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schutz Anton Villars's ZION Position: Q4 2013 in Review

Schutz Anton Villars increased its Zions Bancorporation (ZION) stake by 88% in Q4 2013, buying an estimated $50.9K and bringing the position to 3,768 shares worth $113K. The position accounts for 2.56% of the portfolio, ranked #20.

Schutz Anton Villars first reported a position in ZION in Q3 2013 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold ZION as of Q4 2013.

  • Schutz Anton Villars held 3,768 shares of Zions Bancorporation worth $113K as of Q4 2013.
  • Schutz Anton Villars bought 1,768 Zions Bancorporation shares in Q4 2013, an estimated $50.9K.
  • Zions Bancorporation made up 2.56% of Schutz Anton Villars's portfolio in Q4 2013, its #20 holding.
  • Schutz Anton Villars first reported a position in Zions Bancorporation in Q3 2013 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2013.

Based on Schutz Anton Villars's 13F filing for Q4 2013, filed 14 Feb 2014.