Invictus RG’s Zions Bancorporation ZION Stock Holding History

Invictus RG’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	-1,869	Closed	-$78K	–	861
2017 Q1	$78K	Buy	+1,869	New	+$81.2K	0.05%	482

Other funds holding ZION

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invictus RG's ZION Position: Q2 2017 in Review

Invictus RG sold out of Zions Bancorporation (ZION) in Q2 2017, closing a stake of 1,869 shares — an estimated $78K sold.

Invictus RG first reported a position in ZION in Q1 2017 and held it in 1 quarter. The position peaked at $78K in Q1 2017. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

Invictus RG reported no remaining Zions Bancorporation position as of Q2 2017 after selling out during the quarter.
Invictus RG sold 1,869 Zions Bancorporation shares in Q2 2017, an estimated $78K.
Invictus RG first reported a position in Zions Bancorporation in Q1 2017 and held it in 1 quarter.
Invictus RG's Zions Bancorporation position peaked at $78K in Q1 2017.
451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.