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Bogle Investment Management’s Zions Bancorporation ZION Stock Holding History

Bogle 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
2016
Q4 		– Sell
-35,458
Closed -$1.1M – 419
2016
Q3 		$1.1M Buy
+35,458
New +$1.01M 0.08% 245

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
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

Bogle Investment Management's ZION Position: Q4 2016 in Review

Bogle Investment Management sold out of Zions Bancorporation (ZION) in Q4 2016, closing a stake of 35,458 shares — an estimated $1.1M sold.

Bogle Investment Management first reported a position in ZION in Q3 2016 and held it in 1 quarter. The position peaked at $1.1M in Q3 2016. 427 funds tracked by Wall St. Rank hold ZION as of Q4 2016.

  • Bogle Investment Management reported no remaining Zions Bancorporation position as of Q4 2016 after selling out during the quarter.
  • Bogle Investment Management sold 35,458 Zions Bancorporation shares in Q4 2016, an estimated $1.1M.
  • Bogle Investment Management first reported a position in Zions Bancorporation in Q3 2016 and held it in 1 quarter.
  • Bogle Investment Management's Zions Bancorporation position peaked at $1.1M in Q3 2016.
  • 427 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2016.

Based on Bogle Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.