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TIFF Advisory Services’s Zions Bancorporation ZION Stock Holding History

TIFF Advisory Services’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 		– Sell
-3,800
Closed -$104K – 85
2013
Q3 		$104K Hold
3,800
– – 0.05% 87
2013
Q2 		$110K Buy
+3,800
New +$99.4K 0.05% 86

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

TIFF Advisory Services's ZION Position: Q4 2013 in Review

TIFF Advisory Services sold out of Zions Bancorporation (ZION) in Q4 2013, closing a stake of 3,800 shares — an estimated $104K sold.

TIFF Advisory Services first reported a position in ZION in Q2 2013 and held it in 2 quarters. The position peaked at $110K in Q2 2013. 310 funds tracked by Wall St. Rank hold ZION as of Q4 2013.

  • TIFF Advisory Services reported no remaining Zions Bancorporation position as of Q4 2013 after selling out during the quarter.
  • TIFF Advisory Services sold 3,800 Zions Bancorporation shares in Q4 2013, an estimated $104K.
  • TIFF Advisory Services first reported a position in Zions Bancorporation in Q2 2013 and held it in 2 quarters.
  • TIFF Advisory Services's Zions Bancorporation position peaked at $110K in Q2 2013.
  • 310 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2013.

Based on TIFF Advisory Services's 13F filing for Q4 2013, filed 7 Feb 2014.