OI
ZION icon

Oakbrook Investments’s Zions Bancorporation ZION Stock Holding History

Oakbrook 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
2017
Q1 		– Sell
-10,350
Closed -$445K – 578
2016
Q4 		$445K Sell
10,350
-1,700
-14% -$62.6K 0.03% 378
2016
Q3 		$374K Buy
+12,050
New +$342K 0.02% 418
2016
Q2 		– Sell
-11,650
Closed -$282K – 597
2016
Q1 		$282K Buy
11,650
+150
+1% +$3.45K 0.02% 442
2015
Q4 		$314K Buy
+11,500
New +$330K 0.02% 436

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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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