IIC
ZION icon

Ironwood Investment Counsel’s Zions Bancorporation ZION Stock Holding History

Ironwood Investment Counsel’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
Q4 		– Sell
-25,805
Closed -$667K – 161
2016
Q3 		$667K Buy
+25,805
New +$733K 0.31% 74

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ironwood Investment Counsel's ZION Position: Q4 2016 in Review

Ironwood Investment Counsel sold out of Zions Bancorporation (ZION) in Q4 2016, closing a stake of 25,805 shares — an estimated $667K sold.

Ironwood Investment Counsel first reported a position in ZION in Q3 2016 and held it in 1 quarter. The position peaked at $667K in Q3 2016. 428 funds tracked by Wall St. Rank hold ZION as of Q4 2016.

  • Ironwood Investment Counsel reported no remaining Zions Bancorporation position as of Q4 2016 after selling out during the quarter.
  • Ironwood Investment Counsel sold 25,805 Zions Bancorporation shares in Q4 2016, an estimated $667K.
  • Ironwood Investment Counsel first reported a position in Zions Bancorporation in Q3 2016 and held it in 1 quarter.
  • Ironwood Investment Counsel's Zions Bancorporation position peaked at $667K in Q3 2016.
  • 428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2016.

Based on Ironwood Investment Counsel's 13F filing for Q4 2016, filed 14 Feb 2017.