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Capstone Investment Advisors (Netherlands)’s Zions Bancorporation ZION Stock Holding History

Capstone Investment Advisors (Netherlands)’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
-7,392
Closed -$318K – 182
2016
Q4 		$318K Buy
+7,392
New +$272K 0.54% 54

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capstone Investment Advisors (Netherlands)'s ZION Position: Q1 2017 in Review

Capstone Investment Advisors (Netherlands) sold out of Zions Bancorporation (ZION) in Q1 2017, closing a stake of 7,392 shares — an estimated $318K sold.

Capstone Investment Advisors (Netherlands) first reported a position in ZION in Q4 2016 and held it in 1 quarter. The position peaked at $318K in Q4 2016. 455 funds tracked by Wall St. Rank hold ZION as of Q1 2017.

  • Capstone Investment Advisors (Netherlands) reported no remaining Zions Bancorporation position as of Q1 2017 after selling out during the quarter.
  • Capstone Investment Advisors (Netherlands) sold 7,392 Zions Bancorporation shares in Q1 2017, an estimated $318K.
  • Capstone Investment Advisors (Netherlands) first reported a position in Zions Bancorporation in Q4 2016 and held it in 1 quarter.
  • Capstone Investment Advisors (Netherlands)'s Zions Bancorporation position peaked at $318K in Q4 2016.
  • 455 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q1 2017, filed 15 May 2017.