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Hudson Edge Investment Partners’s Zions Bancorporation ZION Stock Holding History

Hudson Edge Investment 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
2016
Q2 		– Sell
-163,720
Closed -$3.96M – 185
2016
Q1 		$3.96M Buy
163,720
+3,280
+2% +$75.4K 0.39% 85
2015
Q4 		$4.38M Sell
160,440
-13,110
-8% -$376K 0.42% 70
2015
Q3 		$4.78M Buy
173,550
+3,570
+2% +$106K 0.26% 66
2015
Q2 		$5.39M Sell
169,980
-2,810
-2% -$82.7K 0.23% 64
2015
Q1 		$4.67M Sell
172,790
-109,860
-39% -$2.88M 0.19% 78
2014
Q4 		$8.06M Sell
282,650
-980
-0.3% -$27.7K 0.29% 69
2014
Q3 		$8.24M Sell
283,630
-2,150
-0.8% -$62.4K 0.3% 71
2014
Q2 		$8.42M Buy
285,780
+2,100
+0.7% +$61.7K 0.3% 65
2014
Q1 		$8.79M Sell
283,680
-2,000
-0.7% -$60.8K 0.33% 62
2013
Q4 		$8.56M Sell
285,680
-13,500
-5% -$389K 0.33% 62
2013
Q3 		$8.2M Sell
299,180
-7,450
-2% -$217K 0.34% 59
2013
Q2 		$8.87M Buy
+306,630
New +$8.02M 0.35% 53

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return

Hudson Edge Investment Partners's ZION Position: Q2 2016 in Review

Hudson Edge Investment Partners sold out of Zions Bancorporation (ZION) in Q2 2016, closing a stake of 163,720 shares — an estimated $3.96M sold.

Hudson Edge Investment Partners first reported a position in ZION in Q2 2013 and held it in 12 quarters. The position peaked at $8.87M in Q2 2013. 346 funds tracked by Wall St. Rank hold ZION as of Q2 2016.

  • Hudson Edge Investment Partners reported no remaining Zions Bancorporation position as of Q2 2016 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 163,720 Zions Bancorporation shares in Q2 2016, an estimated $3.96M.
  • Hudson Edge Investment Partners first reported a position in Zions Bancorporation in Q2 2013 and held it in 12 quarters.
  • Hudson Edge Investment Partners's Zions Bancorporation position peaked at $8.87M in Q2 2013.
  • 346 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2016.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2016, filed 4 Aug 2016.