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Dorsey Wright & Associates’s Zions Bancorporation ZION Stock Holding History

Dorsey Wright & Associates’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
Q2 		– Sell
-44,824
Closed -$1.88M – 171
2017
Q1 		$1.88M Buy
44,824
+1,209
+3% +$52.5K 0.65% 61
2016
Q4 		$1.88M Buy
+43,615
New +$1.61M 0.8% 42

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dorsey Wright & Associates's ZION Position: Q2 2017 in Review

Dorsey Wright & Associates sold out of Zions Bancorporation (ZION) in Q2 2017, closing a stake of 44,824 shares — an estimated $1.88M sold.

Dorsey Wright & Associates first reported a position in ZION in Q4 2016 and held it in 2 quarters. The position peaked at $1.88M in Q1 2017. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

  • Dorsey Wright & Associates reported no remaining Zions Bancorporation position as of Q2 2017 after selling out during the quarter.
  • Dorsey Wright & Associates sold 44,824 Zions Bancorporation shares in Q2 2017, an estimated $1.88M.
  • Dorsey Wright & Associates first reported a position in Zions Bancorporation in Q4 2016 and held it in 2 quarters.
  • Dorsey Wright & Associates's Zions Bancorporation position peaked at $1.88M in Q1 2017.
  • 451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on Dorsey Wright & Associates's 13F filing for Q2 2017, filed 10 Aug 2017.