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Allegis Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Allegis Investment Advisors’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
Q1 		– Sell
-7,283
Closed -$199K – 920
2015
Q4 		$199K Buy
+7,283
New +$209K 0.11% 162

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allegis Investment Advisors's ZION Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Zions Bancorporation (ZION) in Q1 2016, closing a stake of 7,283 shares — an estimated $199K sold.

Allegis Investment Advisors first reported a position in ZION in Q4 2015 and held it in 1 quarter. The position peaked at $199K in Q4 2015. 334 funds tracked by Wall St. Rank hold ZION as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Zions Bancorporation position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 7,283 Zions Bancorporation shares in Q1 2016, an estimated $199K.
  • Allegis Investment Advisors first reported a position in Zions Bancorporation in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Zions Bancorporation position peaked at $199K in Q4 2015.
  • 334 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.