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Stux Capital Management’s Zions Bancorporation ZION Stock Holding History

Stux Capital 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
Q2 		$348K Buy
11,800
+2,200
+23% +$64.7K 0.05% 369
2014
Q1 		$297K Buy
+9,600
New +$292K 0.04% 369
2013
Q4 		– Sell
-8,300
Closed -$228K – 456
2013
Q3 		$228K Buy
+8,300
New +$242K 0.03% 342

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stux Capital Management's ZION Position: Q2 2014 in Review

Stux Capital Management increased its Zions Bancorporation (ZION) stake by 23% in Q2 2014, buying an estimated $64.7K and bringing the position to 11,800 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #369.

Stux Capital Management first reported a position in ZION in Q3 2013 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold ZION as of Q2 2014.

  • Stux Capital Management held 11,800 shares of Zions Bancorporation worth $348K as of Q2 2014.
  • Stux Capital Management bought 2,200 Zions Bancorporation shares in Q2 2014, an estimated $64.7K.
  • Zions Bancorporation made up 0.05% of Stux Capital Management's portfolio in Q2 2014, its #369 holding.
  • Stux Capital Management first reported a position in Zions Bancorporation in Q3 2013 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.