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UBS’s Zions Bancorporation ZION Stock Holding History

UBS’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 		$910K Buy
31,307
+15,032
+92% +$436K ﹤0.01% 3684
2014
Q2 		$479K Sell
16,275
-350,276
-96% -$10.3M ﹤0.01% 4262
2014
Q1 		$11.4M Buy
366,551
+48,953
+15% +$1.49M 0.01% 1164
2013
Q4 		$9.52M Buy
317,598
+80,821
+34% +$2.33M 0.01% 1290
2013
Q3 		$6.49M Buy
236,777
+6,672
+3% +$195K 0.01% 1488
2013
Q2 		$6.66M Buy
+230,105
New +$6.02M 0.01% 1360

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

UBS's ZION Position: Q3 2014 in Review

UBS increased its Zions Bancorporation (ZION) stake by 92% in Q3 2014, buying an estimated $436K and bringing the position to 31,307 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #3684.

UBS first reported a position in ZION in Q2 2013 and has held it in 6 quarters since. The position peaked at $11.4M in Q1 2014. 332 funds tracked by Wall St. Rank hold ZION as of Q3 2014.

  • UBS held 31,307 shares of Zions Bancorporation worth $910K as of Q3 2014.
  • UBS bought 15,032 Zions Bancorporation shares in Q3 2014, an estimated $436K.
  • Zions Bancorporation made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3684 holding.
  • UBS first reported a position in Zions Bancorporation in Q2 2013 and has held it in 6 quarters since.
  • UBS's Zions Bancorporation position peaked at $11.4M in Q1 2014.
  • 332 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.