FDS
ZION icon

First Dallas Securities’s Zions Bancorporation ZION Stock Holding History

First Dallas Securities’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
-10,450
Closed -$439K – 115
2017
Q1 		$439K Buy
+10,450
New +$454K 0.31% 66

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 $3.37T AUM 44.26% 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

First Dallas Securities's ZION Position: Q2 2017 in Review

First Dallas Securities sold out of Zions Bancorporation (ZION) in Q2 2017, closing a stake of 10,450 shares — an estimated $439K sold.

First Dallas Securities first reported a position in ZION in Q1 2017 and held it in 1 quarter. The position peaked at $439K in Q1 2017. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

  • First Dallas Securities reported no remaining Zions Bancorporation position as of Q2 2017 after selling out during the quarter.
  • First Dallas Securities sold 10,450 Zions Bancorporation shares in Q2 2017, an estimated $439K.
  • First Dallas Securities first reported a position in Zions Bancorporation in Q1 2017 and held it in 1 quarter.
  • First Dallas Securities's Zions Bancorporation position peaked at $439K in Q1 2017.
  • 451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on First Dallas Securities's 13F filing for Q2 2017, filed 14 Aug 2017.