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Montage Investments’s Zions Bancorporation ZION Stock Holding History

Montage Investments’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
Q3 		$823K Hold
26,516
– – 0.45% 78
2016
Q2 		$666K Hold
26,516
– – 0.47% 90
2016
Q1 		$642K Buy
+26,516
New +$610K 0.46% 92

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Montage Investments's ZION Position: Q3 2016 in Review

Montage Investments held its Zions Bancorporation (ZION) position steady in Q3 2016 at 26,516 shares worth $823K. The position accounts for 0.45% of the portfolio, ranked #78.

Montage Investments first reported a position in ZION in Q1 2016 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold ZION as of Q3 2016.

  • Montage Investments held 26,516 shares of Zions Bancorporation worth $823K as of Q3 2016.
  • Montage Investments left its Zions Bancorporation share count unchanged in Q3 2016.
  • Zions Bancorporation made up 0.45% of Montage Investments's portfolio in Q3 2016, its #78 holding.
  • Montage Investments first reported a position in Zions Bancorporation in Q1 2016 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.