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Foresters Investment Management’s Zions Bancorporation ZION Stock Holding History

Foresters Investment 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
2018
Q1 		– Sell
-8,169
Closed -$415K – 583
2017
Q4 		$415K Buy
8,169
+787
+11% +$37.7K 0.01% 414
2017
Q3 		$348K Hold
7,382
– – 0.01% 413
2017
Q2 		$324K Buy
+7,382
New +$304K 0.01% 417

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Foresters Investment Management's ZION Position: Q1 2018 in Review

Foresters Investment Management sold out of Zions Bancorporation (ZION) in Q1 2018, closing a stake of 8,169 shares — an estimated $415K sold.

Foresters Investment Management first reported a position in ZION in Q2 2017 and held it in 3 quarters. The position peaked at $415K in Q4 2017. 535 funds tracked by Wall St. Rank hold ZION as of Q1 2018.

  • Foresters Investment Management reported no remaining Zions Bancorporation position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 8,169 Zions Bancorporation shares in Q1 2018, an estimated $415K.
  • Foresters Investment Management first reported a position in Zions Bancorporation in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's Zions Bancorporation position peaked at $415K in Q4 2017.
  • 535 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.