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Lombard Odier Asset Management (USA)’s Zions Bancorporation ZION Stock Holding History

Lombard Odier Asset Management (USA)’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
2015
Q4 		– Sell
-103,438
Closed -$2.85M – 196
2015
Q3 		$2.85M Buy
103,438
+10,808
+12% +$320K 0.25% 122
2015
Q2 		$2.94M Buy
+92,630
New +$2.73M 0.21% 139

Other funds holding ZION

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s ZION Position: Q4 2015 in Review

Lombard Odier Asset Management (USA) sold out of Zions Bancorporation (ZION) in Q4 2015, closing a stake of 103,438 shares — an estimated $2.85M sold.

Lombard Odier Asset Management (USA) first reported a position in ZION in Q2 2015 and held it in 2 quarters. The position peaked at $2.94M in Q2 2015. 335 funds tracked by Wall St. Rank hold ZION as of Q4 2015.

  • Lombard Odier Asset Management (USA) reported no remaining Zions Bancorporation position as of Q4 2015 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 103,438 Zions Bancorporation shares in Q4 2015, an estimated $2.85M.
  • Lombard Odier Asset Management (USA) first reported a position in Zions Bancorporation in Q2 2015 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s Zions Bancorporation position peaked at $2.94M in Q2 2015.
  • 335 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2015.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2015, filed 16 Feb 2016.