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Calvert Investment Management’s Zions Bancorporation ZION Stock Holding History

Calvert 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
2017
Q1 		– Sell
-14,918
Closed -$642K – 638
2016
Q4 		$642K Sell
14,918
-1,004
-6% -$37K 0.02% 488
2016
Q3 		$494K Buy
15,922
+119
+0.8% +$3.38K 0.02% 532
2016
Q2 		$397K Sell
15,803
-318
-2% -$8.44K 0.02% 561
2016
Q1 		$390K Buy
16,121
+3,091
+24% +$71.1K 0.02% 543
2015
Q4 		$356K Buy
13,030
+4,285
+49% +$123K 0.02% 524
2015
Q3 		$241K Buy
8,745
+399
+5% +$11.8K 0.01% 530
2015
Q2 		$265K Sell
8,346
-286
-3% -$8.42K 0.01% 538
2015
Q1 		$233K Buy
8,632
+1,098
+15% +$28.7K 0.02% 556
2014
Q4 		$215K Buy
7,534
+86
+1% +$2.43K 0.01% 548
2014
Q3 		$216K Buy
+7,448
New +$216K 0.02% 530

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Calvert Investment Management's ZION Position: Q1 2017 in Review

Calvert Investment Management sold out of Zions Bancorporation (ZION) in Q1 2017, closing a stake of 14,918 shares — an estimated $642K sold.

Calvert Investment Management first reported a position in ZION in Q3 2014 and held it in 10 quarters. The position peaked at $642K in Q4 2016. 455 funds tracked by Wall St. Rank hold ZION as of Q1 2017.

  • Calvert Investment Management reported no remaining Zions Bancorporation position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 14,918 Zions Bancorporation shares in Q1 2017, an estimated $642K.
  • Calvert Investment Management first reported a position in Zions Bancorporation in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Zions Bancorporation position peaked at $642K in Q4 2016.
  • 455 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.