AIM
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Ada Investment Management’s Zions Bancorporation ZION Stock Holding History

Ada Investment 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
Q4 		$694K Buy
25,403
+7,751
+44% +$223K 0.47% 36
2015
Q3 		$509K Buy
+17,652
New +$523K 0.26% 107

Other funds holding ZION

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ada Investment Management's ZION Position: Q4 2015 in Review

Ada Investment Management increased its Zions Bancorporation (ZION) stake by 44% in Q4 2015, buying an estimated $223K and bringing the position to 25,403 shares worth $694K. The position accounts for 0.47% of the portfolio, ranked #36.

Ada Investment Management first reported a position in ZION in Q3 2015 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold ZION as of Q4 2015.

  • Ada Investment Management held 25,403 shares of Zions Bancorporation worth $694K as of Q4 2015.
  • Ada Investment Management bought 7,751 Zions Bancorporation shares in Q4 2015, an estimated $223K.
  • Zions Bancorporation made up 0.47% of Ada Investment Management's portfolio in Q4 2015, its #36 holding.
  • Ada Investment Management first reported a position in Zions Bancorporation in Q3 2015 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.