Kanaly Trust’s Zions Bancorporation ZION Stock Holding History

Kanaly Trust’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	$61K	Buy	1,408 +107	+8%	+$3.94K	0.01%	264
2016 Q3	$40K	Sell	1,301 -4	-0.3%	-$114	0.01%	308
2016 Q2	$33K	Buy	1,305 +51	+4%	+$1.35K	0.01%	353
2016 Q1	$30K	Hold	1,254	–	–	0.01%	363
2015 Q4	$34K	Hold	1,254	–	–	0.01%	332
2015 Q3	$35K	Hold	1,254	–	–	0.01%	339
2015 Q2	$40K	Hold	1,254	–	–	0.01%	349
2015 Q1	$34K	Hold	1,254	–	–	0.01%	325
2014 Q4	$36K	Hold	1,254	–	–	0.01%	323
2014 Q3	$36K	Hold	1,254	–	–	0.01%	328
2014 Q2	$37K	Hold	1,254	–	–	0.01%	337
2014 Q1	$39K	Hold	1,254	–	–	0.01%	324
2013 Q4	$38K	Buy	+1,254	New	+$36.1K	0.01%	324

Other funds holding ZION

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Kanaly Trust's ZION Position: Q4 2016 in Review

Kanaly Trust increased its Zions Bancorporation (ZION) stake by 8.2% in Q4 2016, buying an estimated $3.94K and bringing the position to 1,408 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #264.

Kanaly Trust first reported a position in ZION in Q4 2013 and has held it in 13 quarters since. 428 funds tracked by Wall St. Rank hold ZION as of Q4 2016.

Kanaly Trust held 1,408 shares of Zions Bancorporation worth $61K as of Q4 2016.
Kanaly Trust bought 107 Zions Bancorporation shares in Q4 2016, an estimated $3.94K.
Zions Bancorporation made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #264 holding.
Kanaly Trust first reported a position in Zions Bancorporation in Q4 2013 and has held it in 13 quarters since.
428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.