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Waddell & Reed Financial’s Zions Bancorporation ZION Stock Holding History

Waddell & Reed Financial’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
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% -$2.79M 0.01% 468
2013
Q2 		$8.84M Buy
+305,983
New +$8M 0.02% 396

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waddell & Reed Financial's ZION Position: Q4 2014 in Review

Waddell & Reed Financial sold out of Zions Bancorporation (ZION) in Q4 2014, closing a stake of 214,583 shares — an estimated $6.24M sold.

Waddell & Reed Financial first reported a position in ZION in Q2 2013 and held it in 6 quarters. The position peaked at $8.84M in Q2 2013. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • Waddell & Reed Financial reported no remaining Zions Bancorporation position as of Q4 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 214,583 Zions Bancorporation shares in Q4 2014, an estimated $6.24M.
  • Waddell & Reed Financial first reported a position in Zions Bancorporation in Q2 2013 and held it in 6 quarters.
  • Waddell & Reed Financial's Zions Bancorporation position peaked at $8.84M in Q2 2013.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on Waddell & Reed Financial's 13F filing for Q4 2014, filed 13 Feb 2015.