SIM
ZION icon

SSI Investment Management’s Zions Bancorporation ZION Stock Holding History

SSI Investment 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
Q4 		– Sell
-11,300
Closed -$328K – 401
2014
Q3 		$328K Buy
11,300
+1,600
+16% +$46.4K 0.03% 288
2014
Q2 		$286K Sell
9,700
-101
-1% -$2.97K 0.03% 320
2014
Q1 		$303K Buy
+9,801
New +$298K 0.03% 323

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SSI Investment Management's ZION Position: Q4 2014 in Review

SSI Investment Management sold out of Zions Bancorporation (ZION) in Q4 2014, closing a stake of 11,300 shares — an estimated $328K sold.

SSI Investment Management first reported a position in ZION in Q1 2014 and held it in 3 quarters. The position peaked at $328K in Q3 2014. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • SSI Investment Management reported no remaining Zions Bancorporation position as of Q4 2014 after selling out during the quarter.
  • SSI Investment Management sold 11,300 Zions Bancorporation shares in Q4 2014, an estimated $328K.
  • SSI Investment Management first reported a position in Zions Bancorporation in Q1 2014 and held it in 3 quarters.
  • SSI Investment Management's Zions Bancorporation position peaked at $328K in Q3 2014.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on SSI Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.