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ZION icon

Neuburgh Advisers’s Zions Bancorporation ZION Stock Holding History

Neuburgh Advisers’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
-310,068
Closed -$13.6M – 893
2017
Q2 		$13.6M Sell
310,068
-704
-0.2% -$29K 0.52% 51
2017
Q1 		$13.1M Sell
310,772
-69,058
-18% -$3M 0.52% 48
2016
Q4 		$16.3M Buy
+379,830
New +$14M 0.74% 37

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $1.81T AUM 41.13% 1-Year Est. Return

Neuburgh Advisers's ZION Position: Q3 2017 in Review

Neuburgh Advisers sold out of Zions Bancorporation (ZION) in Q3 2017, closing a stake of 310,068 shares — an estimated $13.6M sold.

Neuburgh Advisers first reported a position in ZION in Q4 2016 and held it in 3 quarters. The position peaked at $16.3M in Q4 2016. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2017.

  • Neuburgh Advisers reported no remaining Zions Bancorporation position as of Q3 2017 after selling out during the quarter.
  • Neuburgh Advisers sold 310,068 Zions Bancorporation shares in Q3 2017, an estimated $13.6M.
  • Neuburgh Advisers first reported a position in Zions Bancorporation in Q4 2016 and held it in 3 quarters.
  • Neuburgh Advisers's Zions Bancorporation position peaked at $16.3M in Q4 2016.
  • 442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2017.

Based on Neuburgh Advisers's 13F filing for Q3 2017, filed 14 Nov 2017.