Princeton Alpha Management’s Zions Bancorporation ZION Stock Holding History

Princeton Alpha Management’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 Q2	–	Sell	-12,459	Closed	-$523K	–	393
2017 Q1	$523K	Sell	12,459 -5,754	-32%	-$250K	0.18%	189
2016 Q4	$784K	Buy	+18,213	New	+$671K	0.16%	207
2015 Q1	–	Sell	-43,001	Closed	-$1.23M	–	916
2014 Q4	$1.23M	Buy	+43,001	New	+$1.21M	0.35%	62
2014 Q2	–	Sell	-9,393	Closed	-$291K	–	871
2014 Q1	$291K	Buy	+9,393	New	+$285K	0.09%	356

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Princeton Alpha Management's ZION Position: Q2 2017 in Review

Princeton Alpha Management sold out of Zions Bancorporation (ZION) in Q2 2017, closing a stake of 12,459 shares — an estimated $523K sold.

Princeton Alpha Management first reported a position in ZION in Q1 2014 and held it in 4 quarters. The position peaked at $1.23M in Q4 2014. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

Princeton Alpha Management reported no remaining Zions Bancorporation position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 12,459 Zions Bancorporation shares in Q2 2017, an estimated $523K.
Princeton Alpha Management first reported a position in Zions Bancorporation in Q1 2014 and held it in 4 quarters.
Princeton Alpha Management's Zions Bancorporation position peaked at $1.23M in Q4 2014.
451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.