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CrestPoint Capital Management’s Zions Bancorporation ZION Stock Holding History

CrestPoint Capital 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
Q4 		$1.2M Hold
23,600
– – 0.67% 49
2017
Q3 		$1.11M Hold
23,600
– – 0.5% 70
2017
Q2 		$1.04M Hold
23,600
– – 0.49% 71
2017
Q1 		$991K Hold
23,600
– – 0.47% 69
2016
Q4 		$1.02M Hold
23,600
– – 0.51% 62
2016
Q3 		$732K Buy
+23,600
New +$670K 0.37% 94

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CrestPoint Capital Management's ZION Position: Q4 2017 in Review

CrestPoint Capital Management held its Zions Bancorporation (ZION) position steady in Q4 2017 at 23,600 shares worth $1.2M. The position accounts for 0.67% of the portfolio, ranked #49.

CrestPoint Capital Management first reported a position in ZION in Q3 2016 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold ZION as of Q4 2017.

  • CrestPoint Capital Management held 23,600 shares of Zions Bancorporation worth $1.2M as of Q4 2017.
  • CrestPoint Capital Management left its Zions Bancorporation share count unchanged in Q4 2017.
  • Zions Bancorporation made up 0.67% of CrestPoint Capital Management's portfolio in Q4 2017, its #49 holding.
  • CrestPoint Capital Management first reported a position in Zions Bancorporation in Q3 2016 and has held it in 6 quarters since.
  • 502 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.