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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

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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Oakbrook Investments's ZION Position: Q1 2017 in Review

Oakbrook Investments sold out of Zions Bancorporation (ZION) in Q1 2017, closing a stake of 10,350 shares — an estimated $445K sold.

Oakbrook Investments first reported a position in ZION in Q4 2015 and held it in 4 quarters. The position peaked at $445K in Q4 2016. 455 funds tracked by Wall St. Rank hold ZION as of Q1 2017.

  • Oakbrook Investments reported no remaining Zions Bancorporation position as of Q1 2017 after selling out during the quarter.
  • Oakbrook Investments sold 10,350 Zions Bancorporation shares in Q1 2017, an estimated $445K.
  • Oakbrook Investments first reported a position in Zions Bancorporation in Q4 2015 and held it in 4 quarters.
  • Oakbrook Investments's Zions Bancorporation position peaked at $445K in Q4 2016.
  • 455 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2017.

Based on Oakbrook Investments's 13F filing for Q1 2017, filed 20 Apr 2017.