BlackRock Institutional Trust’s Zions Bancorporation ZION Stock Holding History

BlackRock Institutional Trust’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	$237M	Buy	5,497,547 +89,148	+2%	+$3.28M	0.04%	513
2016 Q3	$168M	Buy	5,408,399 +109,696	+2%	+$3.12M	0.03%	620
2016 Q2	$133M	Sell	5,298,703 -72,326	-1%	-$1.92M	0.02%	714
2016 Q1	$130M	Buy	5,371,029 +43,881	+0.8%	+$1.01M	0.02%	710
2015 Q4	$145M	Buy	5,327,148 +108,207	+2%	+$3.11M	0.02%	672
2015 Q3	$144M	Sell	5,218,941 -6,813	-0.1%	-$202K	0.03%	658
2015 Q2	$166M	Sell	5,225,754 -154,691	-3%	-$4.55M	0.03%	649
2015 Q1	$145M	Buy	5,380,445 +59,522	+1%	+$1.56M	0.02%	703
2014 Q4	$152M	Buy	5,320,923 +114,662	+2%	+$3.24M	0.02%	663
2014 Q3	$151M	Buy	5,206,261 +374,665	+8%	+$10.9M	0.03%	636
2014 Q2	$142M	Buy	4,831,596 +32	+0%	+$941	0.02%	695
2014 Q1	$150M	Buy	4,831,564 +17,283	+0.4%	+$525K	0.03%	664
2013 Q4	$144M	Sell	4,814,281 -8,346	-0.2%	-$240K	0.03%	647
2013 Q3	$132M	Sell	4,822,627 -105,217	-2%	-$3.07M	0.03%	639
2013 Q2	$143M	Buy	+4,927,844	New	+$129M	0.03%	570

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

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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock Institutional Trust's ZION Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Zions Bancorporation (ZION) stake by 1.6% in Q4 2016, buying an estimated $3.28M and bringing the position to 5,497,547 shares worth $237M. The position accounts for 0.04% of the portfolio, ranked #513.

BlackRock Institutional Trust first reported a position in ZION in Q2 2013 and has held it in 15 quarters since. 427 funds tracked by Wall St. Rank hold ZION as of Q4 2016.

BlackRock Institutional Trust held 5,497,547 shares of Zions Bancorporation worth $237M as of Q4 2016.
BlackRock Institutional Trust bought 89,148 Zions Bancorporation shares in Q4 2016, an estimated $3.28M.
Zions Bancorporation made up 0.04% of BlackRock Institutional Trust's portfolio in Q4 2016, its #513 holding.
BlackRock Institutional Trust first reported a position in Zions Bancorporation in Q2 2013 and has held it in 15 quarters since.
427 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.