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Loeb Partners Corp’s Zions Bancorporation ZION Stock Holding History

Loeb Partners Corp’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
Q4 		– Sell
-10,000
Closed -$472K – 176
2017
Q3 		$472K Buy
+10,000
New +$445K 0.14% 117
2016
Q4 		– Sell
-58,750
Closed -$1.82M – 172
2016
Q3 		$1.82M Buy
+58,750
New +$1.67M 0.65% 42

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Loeb Partners Corp's ZION Position: Q4 2017 in Review

Loeb Partners Corp sold out of Zions Bancorporation (ZION) in Q4 2017, closing a stake of 10,000 shares — an estimated $472K sold.

Loeb Partners Corp first reported a position in ZION in Q3 2016 and held it in 2 quarters. The position peaked at $1.82M in Q3 2016. 502 funds tracked by Wall St. Rank hold ZION as of Q4 2017.

  • Loeb Partners Corp reported no remaining Zions Bancorporation position as of Q4 2017 after selling out during the quarter.
  • Loeb Partners Corp sold 10,000 Zions Bancorporation shares in Q4 2017, an estimated $472K.
  • Loeb Partners Corp first reported a position in Zions Bancorporation in Q3 2016 and held it in 2 quarters.
  • Loeb Partners Corp's Zions Bancorporation position peaked at $1.82M in Q3 2016.
  • 502 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2017.

Based on Loeb Partners Corp's 13F filing for Q4 2017, filed 5 Feb 2018.