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South Texas Money Management’s Zions Bancorporation ZION Stock Holding History

South Texas Money Management’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
Q3 		– Sell
-410,109
Closed -$12.1M – 185
2014
Q2 		$12.1M Sell
410,109
-9,781
-2% -$288K 0.77% 54
2014
Q1 		$13M Buy
419,890
+28,068
+7% +$853K 0.87% 51
2013
Q4 		$11.7M Sell
391,822
-141,600
-27% -$4.08M 0.82% 52
2013
Q3 		$14.6M Buy
+533,422
New +$15.6M 1.13% 45

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

South Texas Money Management's ZION Position: Q3 2014 in Review

South Texas Money Management sold out of Zions Bancorporation (ZION) in Q3 2014, closing a stake of 410,109 shares — an estimated $12.1M sold.

South Texas Money Management first reported a position in ZION in Q3 2013 and held it in 4 quarters. The position peaked at $14.6M in Q3 2013. 332 funds tracked by Wall St. Rank hold ZION as of Q3 2014.

  • South Texas Money Management reported no remaining Zions Bancorporation position as of Q3 2014 after selling out during the quarter.
  • South Texas Money Management sold 410,109 Zions Bancorporation shares in Q3 2014, an estimated $12.1M.
  • South Texas Money Management first reported a position in Zions Bancorporation in Q3 2013 and held it in 4 quarters.
  • South Texas Money Management's Zions Bancorporation position peaked at $14.6M in Q3 2013.
  • 332 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2014.

Based on South Texas Money Management's 13F filing for Q3 2014, filed 30 Oct 2014.