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New York Life Trust’s Zions Bancorporation ZION Stock Holding History

New York Life Trust’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
Q1 		– Sell
-196
Closed -$5K – 278
2015
Q4 		$5K Sell
196
-871
-82% -$25K 0.02% 209
2015
Q3 		$29K Buy
+1,067
New +$31.6K 0.13% 164
2015
Q2 		– Sell
-556
Closed -$15K – 245
2015
Q1 		$15K Buy
+556
New +$14.6K 0.06% 187

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New York Life Trust's ZION Position: Q1 2016 in Review

New York Life Trust sold out of Zions Bancorporation (ZION) in Q1 2016, closing a stake of 196 shares — an estimated $5K sold.

New York Life Trust first reported a position in ZION in Q1 2015 and held it in 3 quarters. The position peaked at $29K in Q3 2015. 334 funds tracked by Wall St. Rank hold ZION as of Q1 2016.

  • New York Life Trust reported no remaining Zions Bancorporation position as of Q1 2016 after selling out during the quarter.
  • New York Life Trust sold 196 Zions Bancorporation shares in Q1 2016, an estimated $5K.
  • New York Life Trust first reported a position in Zions Bancorporation in Q1 2015 and held it in 3 quarters.
  • New York Life Trust's Zions Bancorporation position peaked at $29K in Q3 2015.
  • 334 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2016.

Based on New York Life Trust's 13F filing for Q1 2016, filed 16 May 2016.