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Institutional Investment Manager
ZIONS BANCORPORATION
ZIONS BANCORPORATION (CIK: 0001642140). Institutional holdings reported to the SEC.
Institutional Holdings (2015Q2)
Original 13F HR (0001642140-15-000003) filed in 2015.08.13
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INTL EQUITY INDEX F 1,192,201 57,881 9.24%
2 Vanguard Short-Term Bond ETF 692,724 55,549 8.87%
3 BLACK STONE MINERALS 2,252,080 38,781 6.19%
4 Vanguard Dividend Appreciation 424,702 33,373 5.33%
5 Vanguard Total Stock Market ET 281,144 30,088 4.80%
6 Vanguard Short-Term Bond ETF 311,521 24,981 3.99% SH
7 iShares Core MSCI Emerging Mar 437,283 21,007 3.35%
8 iShares Russell Mid-Cap Value 211,766 15,620 2.49%
9 VANGUARD INTL EQUITY INDEX F 321,379 15,603 2.49% SH
10 iShares Russell Mid-Cap Growth 155,853 15,094 2.41%
11 ISHARES GOLD TRUST 1,062,178 12,045 1.92%
12 Vanguard Dividend Appreciation 149,524 11,750 1.88% SH
13 VANGUARD INDEX FDS 110,763 10,032 1.60%
14 Exxon Mobil Corporation 110,889 9,226 1.47%
15 General Electric Co 346,086 9,195 1.47%
16 Vanguard Total Stock Market ET 81,173 8,687 1.39% SH
17 VANGUARD INTL EQUITY INDEX F 156,952 8,472 1.35%
18 SPDR SERIES TRUST 205,618 7,902 1.26%
19 BLACK STONE MINERALS 395,060 6,803 1.09%
20 ISHARES TR 56,635 6,165 0.98%
21 Exxon Mobil Corporation 73,319 6,100 0.97%
22 iShares Russell 1000 Growth 58,758 5,818 0.93%
23 iShares Russell 1000 Value 48,324 4,985 0.80%
24 PepsiCo Inc 48,010 4,482 0.72%
25 iShares US Preferred Stock 111,928 4,384 0.70%
26 Johnson & Johnson 44,935 4,380 0.70%
27 iShares Russell 2000 Value 39,423 4,020 0.64%
28 iShares Russell 2000 Growth 23,795 3,678 0.59%
29 iShares Russell 2000 Growth 23,795 3,678 0.59%
30 iShares Core S&P 500 17,391 3,603 0.58%
31 iShares Core MSCI Emerging Mar 73,553 3,533 0.56% SH
32 Chevron Corp 35,449 3,420 0.55%
33 Procter & Gamble Co 41,387 3,238 0.52%
34 Apple Inc 25,280 3,171 0.51%
35 ISHARES GOLD TRUST 274,389 3,112 0.50% SH
36 iShares Russell Mid-Cap Value 41,801 3,083 0.49%
37 iShares Core S&P 500 14,290 2,961 0.47% SH
38 Microsoft Corp 62,881 2,776 0.44%
39 United Technologies Corp 24,285 2,694 0.43%
40 Coca-Cola Co 68,411 2,684 0.43%
41 VANGUARD INDEX FDS 28,785 2,607 0.42% SH
42 Vanguard Growth ETF 24,207 2,591 0.41%
43 Vanguard Value ETF 30,275 2,524 0.40%
44 Pfizer Inc 75,239 2,523 0.40%
45 JPMorgan Chase & Co 35,253 2,389 0.38%
46 AT&T Inc 65,289 2,319 0.37%
47 Wells Fargo & Co 38,374 2,159 0.34%
48 Exxon Mobil Corporation 25,377 2,111 0.34%
49 Verizon Communications Inc 44,775 2,087 0.33%
50 Intel Corp 64,060 1,948 0.31%
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