FDO Partners’s Zions Bancorporation ZION Stock Holding History

FDO Partners’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
2018 Q1	–	Sell	-16,392	Closed	-$833K	–	141
2017 Q4	$833K	Buy	+16,392	New	+$785K	0.71%	38
2017 Q1	–	Sell	-26,292	Closed	-$1.13M	–	296
2016 Q4	$1.13M	Buy	+26,292	New	+$969K	0.46%	100
2016 Q2	–	Sell	-11,389	Closed	-$276K	–	289
2016 Q1	$276K	Sell	11,389 -14,579	-56%	-$335K	0.18%	185
2015 Q4	$709K	Buy	+25,968	New	+$746K	0.4%	108

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

FDO Partners's ZION Position: Q1 2018 in Review

FDO Partners sold out of Zions Bancorporation (ZION) in Q1 2018, closing a stake of 16,392 shares — an estimated $833K sold.

FDO Partners first reported a position in ZION in Q4 2015 and held it in 4 quarters. The position peaked at $1.13M in Q4 2016. 534 funds tracked by Wall St. Rank hold ZION as of Q1 2018.

FDO Partners reported no remaining Zions Bancorporation position as of Q1 2018 after selling out during the quarter.
FDO Partners sold 16,392 Zions Bancorporation shares in Q1 2018, an estimated $833K.
FDO Partners first reported a position in Zions Bancorporation in Q4 2015 and held it in 4 quarters.
FDO Partners's Zions Bancorporation position peaked at $1.13M in Q4 2016.
534 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.