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Marvin & Palmer Associates’s Zions Bancorporation ZION Stock Holding History

Marvin & Palmer Associates’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
Q3 		– Sell
-108,280
Closed -$4.75M – 45
2017
Q2 		$4.75M Sell
108,280
-920
-0.8% -$37.9K 3.6% 11
2017
Q1 		$4.59M Buy
109,200
+27,370
+33% +$1.19M 3.33% 13
2016
Q4 		$3.52M Buy
+81,830
New +$3.01M 3% 12

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marvin & Palmer Associates's ZION Position: Q3 2017 in Review

Marvin & Palmer Associates sold out of Zions Bancorporation (ZION) in Q3 2017, closing a stake of 108,280 shares — an estimated $4.75M sold.

Marvin & Palmer Associates first reported a position in ZION in Q4 2016 and held it in 3 quarters. The position peaked at $4.75M in Q2 2017. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2017.

  • Marvin & Palmer Associates reported no remaining Zions Bancorporation position as of Q3 2017 after selling out during the quarter.
  • Marvin & Palmer Associates sold 108,280 Zions Bancorporation shares in Q3 2017, an estimated $4.75M.
  • Marvin & Palmer Associates first reported a position in Zions Bancorporation in Q4 2016 and held it in 3 quarters.
  • Marvin & Palmer Associates's Zions Bancorporation position peaked at $4.75M in Q2 2017.
  • 442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2017.

Based on Marvin & Palmer Associates's 13F filing for Q3 2017, filed 9 Nov 2017.