CA
ZION icon

Continental Advisors’s Zions Bancorporation ZION Stock Holding History

Continental Advisors’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
Q1 		– Sell
-25,000
Closed -$683K – 153
2015
Q4 		$683K Hold
25,000
– – 0.17% 120
2015
Q3 		$689K Buy
+25,000
New +$741K 0.19% 121

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Continental Advisors's ZION Position: Q4 2015 in Review

Continental Advisors sold out of Zions Bancorporation (ZION) in Q4 2015, closing a stake of 6,000 shares — an estimated $172K sold.

Continental Advisors first reported a position in ZION in Q3 2015 and held it in 1 quarter. The position peaked at $165K in Q3 2015. 335 funds tracked by Wall St. Rank hold ZION as of Q4 2015.

  • Continental Advisors reported no remaining Zions Bancorporation position as of Q4 2015 after selling out during the quarter.
  • Continental Advisors sold 6,000 Zions Bancorporation shares in Q4 2015, an estimated $172K.
  • Continental Advisors first reported a position in Zions Bancorporation in Q3 2015 and held it in 1 quarter.
  • Continental Advisors's Zions Bancorporation position peaked at $165K in Q3 2015.
  • 335 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2015.

Based on Continental Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.