Sumit Capital’s Zions Bancorporation ZION Stock Holding History

Sumit Capital’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	–	Sell	-6,604	Closed	-$205K	–	167
2014 Q1	$205K	Buy	+6,604	New	+$201K	0.78%	69

Other funds holding ZION

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sumit Capital's ZION Position: Q2 2014 in Review

Sumit Capital sold out of Zions Bancorporation (ZION) in Q2 2014, closing a stake of 6,604 shares — an estimated $205K sold.

Sumit Capital first reported a position in ZION in Q1 2014 and held it in 1 quarter. The position peaked at $205K in Q1 2014. 317 funds tracked by Wall St. Rank hold ZION as of Q2 2014.

Sumit Capital reported no remaining Zions Bancorporation position as of Q2 2014 after selling out during the quarter.
Sumit Capital sold 6,604 Zions Bancorporation shares in Q2 2014, an estimated $205K.
Sumit Capital first reported a position in Zions Bancorporation in Q1 2014 and held it in 1 quarter.
Sumit Capital's Zions Bancorporation position peaked at $205K in Q1 2014.
317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2014.

Based on Sumit Capital's 13F filing for Q2 2014, filed 22 Jul 2014.