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Curian Capital’s Zions Bancorporation ZION Stock Holding History

Curian Capital’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
-9,366
Closed -$256K – 391
2015
Q4 		$256K Sell
9,366
-38,272
-80% -$1.1M 0.02% 414
2015
Q3 		$1.31M Sell
47,638
-4,810
-9% -$143K 0.04% 324
2015
Q2 		$1.66M Sell
52,448
-9,303
-15% -$274K 0.03% 363
2015
Q1 		$1.67M Buy
61,751
+22,589
+58% +$591K 0.03% 369
2014
Q4 		$1.12M Buy
39,162
+532
+1% +$15K 0.02% 421
2014
Q3 		$1.12M Sell
38,630
-9,562
-20% -$278K 0.02% 404
2014
Q2 		$1.42M Sell
48,192
-760
-2% -$22.3K 0.02% 357
2014
Q1 		$1.52M Buy
48,952
+517
+1% +$15.7K 0.03% 344
2013
Q4 		$1.45M Buy
48,435
+35,595
+277% +$1.02M 0.03% 329
2013
Q3 		$352K Buy
12,840
+414
+3% +$12.1K 0.01% 539
2013
Q2 		$359K Buy
+12,426
New +$325K 0.01% 522

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

Curian Capital's ZION Position: Q1 2016 in Review

Curian Capital sold out of Zions Bancorporation (ZION) in Q1 2016, closing a stake of 9,366 shares — an estimated $256K sold.

Curian Capital first reported a position in ZION in Q2 2013 and held it in 11 quarters. The position peaked at $1.67M in Q1 2015. 334 funds tracked by Wall St. Rank hold ZION as of Q1 2016.

  • Curian Capital reported no remaining Zions Bancorporation position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 9,366 Zions Bancorporation shares in Q1 2016, an estimated $256K.
  • Curian Capital first reported a position in Zions Bancorporation in Q2 2013 and held it in 11 quarters.
  • Curian Capital's Zions Bancorporation position peaked at $1.67M in Q1 2015.
  • 334 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.