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CFO4Life’s Zions Bancorporation ZION Stock Holding History

CFO4Life’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 		$750K Buy
17,426
+438
+3% +$16.1K 0.62% 25
2016
Q3 		$527K Buy
+16,988
New +$483K 0.46% 35

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 $3.37T AUM 44.26% 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 $1.81T 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 16.26% 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 18.14% 1-Year Est. Return

CFO4Life's ZION Position: Q4 2016 in Review

CFO4Life increased its Zions Bancorporation (ZION) stake by 2.6% in Q4 2016, buying an estimated $16.1K and bringing the position to 17,426 shares worth $750K. The position accounts for 0.62% of the portfolio, ranked #25.

CFO4Life first reported a position in ZION in Q3 2016 and has held it in 2 quarters since. 428 funds tracked by Wall St. Rank hold ZION as of Q4 2016.

  • CFO4Life held 17,426 shares of Zions Bancorporation worth $750K as of Q4 2016.
  • CFO4Life bought 438 Zions Bancorporation shares in Q4 2016, an estimated $16.1K.
  • Zions Bancorporation made up 0.62% of CFO4Life's portfolio in Q4 2016, its #25 holding.
  • CFO4Life first reported a position in Zions Bancorporation in Q3 2016 and has held it in 2 quarters since.
  • 428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.