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Magee Thomson Investment Partners’s Zions Bancorporation ZION Stock Holding History

Magee Thomson Investment Partners’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
Q1 		$7.33M Sell
174,600
-31,800
-15% -$1.38M 2.83% 19
2016
Q4 		$8.88M Buy
+206,400
New +$7.6M 3.08% 15

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Magee Thomson Investment Partners's ZION Position: Q1 2017 in Review

Magee Thomson Investment Partners reduced its Zions Bancorporation (ZION) stake by 15% in Q1 2017, selling an estimated $1.38M and leaving 174,600 shares worth $7.33M. The position accounts for 2.83% of the portfolio, ranked #19.

Magee Thomson Investment Partners first reported a position in ZION in Q4 2016 and has held it in 2 quarters since. The position peaked at $8.88M in Q4 2016. 455 funds tracked by Wall St. Rank hold ZION as of Q1 2017.

  • Magee Thomson Investment Partners held 174,600 shares of Zions Bancorporation worth $7.33M as of Q1 2017.
  • Magee Thomson Investment Partners sold 31,800 Zions Bancorporation shares in Q1 2017, an estimated $1.38M.
  • Zions Bancorporation made up 2.83% of Magee Thomson Investment Partners's portfolio in Q1 2017, its #19 holding.
  • Magee Thomson Investment Partners first reported a position in Zions Bancorporation in Q4 2016 and has held it in 2 quarters since.
  • Magee Thomson Investment Partners's Zions Bancorporation position peaked at $8.88M in Q4 2016.
  • 455 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2017.

Based on Magee Thomson Investment Partners's 13F filing for Q1 2017, filed 21 Apr 2017.