WRF
Waddell & Reed Financial’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-214,583
| Closed | -$6.24M | – | 590 |
|
|
2014
Q3 | $6.24M | Buy |
214,583
+4,100
| +2% | +$119K | 0.01% | 466 |
|
|
2014
Q2 | $6.2M | Hold |
210,483
| – | – | 0.01% | 488 |
|
|
2014
Q1 | $6.52M | Hold |
210,483
| – | – | 0.01% | 487 |
|
|
2013
Q4 | $6.31M | Hold |
210,483
| – | – | 0.01% | 485 |
|
|
2013
Q3 | $5.77M | Sell |
210,483
-95,500
| -31% | -$2.62M | 0.01% | 468 |
|
|
2013
Q2 | $8.84M | Buy |
+305,983
| New | +$8.84M | 0.02% | 396 |
|