WIL
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Winifred I. Li’s Zions Bancorporation ZION Stock Holding History

Winifred I. Li’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 		$1K Buy
20
+14
+233% +$395 ﹤0.01% 518
2014
Q3 		$0 Buy
+6
New +$174 ﹤0.01% 474

Other funds holding ZION

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Winifred I. Li's ZION Position: Q4 2014 in Review

Winifred I. Li increased its Zions Bancorporation (ZION) stake by 233% in Q4 2014, buying an estimated $395 and bringing the position to 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Winifred I. Li first reported a position in ZION in Q3 2014 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • Winifred I. Li held 20 shares of Zions Bancorporation worth $1K as of Q4 2014.
  • Winifred I. Li bought 14 Zions Bancorporation shares in Q4 2014, an estimated $395.
  • Zions Bancorporation made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #518 holding.
  • Winifred I. Li first reported a position in Zions Bancorporation in Q3 2014 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.