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Wealthcare Capital Management’s Zions Bancorporation ZION Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-29
Closed -$1K – 875
2015
Q1 		$1K Buy
+29
New +$759 ﹤0.01% 892

Other funds holding ZION

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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Capital Management's ZION Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Zions Bancorporation (ZION) in Q2 2015, closing a stake of 29 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in ZION in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 323 funds tracked by Wall St. Rank hold ZION as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Zions Bancorporation position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 29 Zions Bancorporation shares in Q2 2015, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Zions Bancorporation in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Zions Bancorporation position peaked at $1K in Q1 2015.
  • 323 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.