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Adirondack Trust Company’s Zions Bancorporation ZION Stock Holding History

Adirondack Trust Company’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
2016
Q4 		– Sell
-203
Closed -$6K – 338
2016
Q3 		$6K Hold
203
– – ﹤0.01% 270
2016
Q2 		$5K Hold
203
– – ﹤0.01% 325
2016
Q1 		$5K Hold
203
– – ﹤0.01% 302
2015
Q4 		$5K Buy
+203
New +$5.83K ﹤0.01% 290

Other funds holding ZION

Vanguard Group
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Adirondack Trust Company's ZION Position: Q4 2016 in Review

Adirondack Trust Company sold out of Zions Bancorporation (ZION) in Q4 2016, closing a stake of 203 shares — an estimated $6K sold.

Adirondack Trust Company first reported a position in ZION in Q4 2015 and held it in 4 quarters. The position peaked at $6K in Q3 2016. 427 funds tracked by Wall St. Rank hold ZION as of Q4 2016.

  • Adirondack Trust Company reported no remaining Zions Bancorporation position as of Q4 2016 after selling out during the quarter.
  • Adirondack Trust Company sold 203 Zions Bancorporation shares in Q4 2016, an estimated $6K.
  • Adirondack Trust Company first reported a position in Zions Bancorporation in Q4 2015 and held it in 4 quarters.
  • Adirondack Trust Company's Zions Bancorporation position peaked at $6K in Q3 2016.
  • 427 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2016.

Based on Adirondack Trust Company's 13F filing for Q4 2016, filed 17 Jan 2017.