AHL Partners’s Zions Bancorporation ZION Stock Holding History

AHL Partners’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
2017 Q2	–	Sell	-21,629	Closed	-$908K	–	1250
2017 Q1	$908K	Sell	21,629 -63,553	-75%	-$2.76M	0.02%	801
2016 Q4	$3.67M	Sell	85,182 -59,721	-41%	-$2.2M	0.11%	346
2016 Q3	$4.5M	Buy	+144,903	New	+$4.12M	0.17%	193
2016 Q1	–	Sell	-12,171	Closed	-$332K	–	839
2015 Q4	$332K	Buy	12,171 +2,791	+30%	+$80.1K	0.03%	580
2015 Q3	$258K	Sell	9,380 -71,138	-88%	-$2.11M	0.04%	607
2015 Q2	$2.56M	Buy	+80,518	New	+$2.37M	0.1%	426
2015 Q1	–	Sell	-47,335	Closed	-$1.35M	–	852
2014 Q4	$1.35M	Sell	47,335 -31,501	-40%	-$889K	0.07%	552
2014 Q3	$2.29M	Buy	+78,836	New	+$2.29M	0.18%	238

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AHL Partners's ZION Position: Q2 2017 in Review

AHL Partners sold out of Zions Bancorporation (ZION) in Q2 2017, closing a stake of 21,629 shares — an estimated $908K sold.

AHL Partners first reported a position in ZION in Q3 2014 and held it in 8 quarters. The position peaked at $4.5M in Q3 2016. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

AHL Partners reported no remaining Zions Bancorporation position as of Q2 2017 after selling out during the quarter.
AHL Partners sold 21,629 Zions Bancorporation shares in Q2 2017, an estimated $908K.
AHL Partners first reported a position in Zions Bancorporation in Q3 2014 and held it in 8 quarters.
AHL Partners's Zions Bancorporation position peaked at $4.5M in Q3 2016.
451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on AHL Partners's 13F filing for Q2 2017, filed 14 Aug 2017.