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White Pine Capital’s Zions Bancorporation ZION Stock Holding History

White Pine Capital’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
-28,275
Closed -$822K – 222
2014
Q3 		$822K Sell
28,275
-450
-2% -$13.1K 0.28% 109
2014
Q2 		$847K Sell
28,725
-3,100
-10% -$91.2K 0.29% 102
2014
Q1 		$986K Buy
31,825
+9,775
+44% +$297K 0.34% 83
2013
Q4 		$661K Sell
22,050
-7,100
-24% -$204K 0.23% 119
2013
Q3 		$799K Buy
+29,150
New +$851K 0.28% 102

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 $3.37T AUM 44.26% 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

White Pine Capital's ZION Position: Q4 2014 in Review

White Pine Capital sold out of Zions Bancorporation (ZION) in Q4 2014, closing a stake of 28,275 shares — an estimated $822K sold.

White Pine Capital first reported a position in ZION in Q3 2013 and held it in 5 quarters. The position peaked at $986K in Q1 2014. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • White Pine Capital reported no remaining Zions Bancorporation position as of Q4 2014 after selling out during the quarter.
  • White Pine Capital sold 28,275 Zions Bancorporation shares in Q4 2014, an estimated $822K.
  • White Pine Capital first reported a position in Zions Bancorporation in Q3 2013 and held it in 5 quarters.
  • White Pine Capital's Zions Bancorporation position peaked at $986K in Q1 2014.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on White Pine Capital's 13F filing for Q4 2014, filed 13 Feb 2015.