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Concert Wealth Management’s Zions Bancorporation ZION Stock Holding History

Concert Wealth 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
-14,915
Closed -$643K – 519
2016
Q4 		$643K Buy
+14,915
New +$550K 0.14% 204

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Concert Wealth Management's ZION Position: Q1 2017 in Review

Concert Wealth Management sold out of Zions Bancorporation (ZION) in Q1 2017, closing a stake of 14,915 shares — an estimated $643K sold.

Concert Wealth Management first reported a position in ZION in Q4 2016 and held it in 1 quarter. The position peaked at $643K in Q4 2016. 455 funds tracked by Wall St. Rank hold ZION as of Q1 2017.

  • Concert Wealth Management reported no remaining Zions Bancorporation position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 14,915 Zions Bancorporation shares in Q1 2017, an estimated $643K.
  • Concert Wealth Management first reported a position in Zions Bancorporation in Q4 2016 and held it in 1 quarter.
  • Concert Wealth Management's Zions Bancorporation position peaked at $643K in Q4 2016.
  • 455 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.