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Putnam Investments’s Zions Bancorporation ZION Stock Holding History

Putnam 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
Q2 		– Sell
-59,843
Closed -$2.51M – 1311
2017
Q1 		$2.51M Sell
59,843
-1,850
-3% -$80.4K 0.01% 808
2016
Q4 		$2.65M Sell
61,693
-1,800
-3% -$66.3K 0.01% 769
2016
Q3 		$1.97M Sell
63,493
-35,897
-36% -$1.02M ﹤0.01% 846
2016
Q2 		$2.5M Buy
+99,390
New +$2.64M 0.01% 858
2015
Q4 		– Sell
-10,689
Closed -$294K – 1494
2015
Q3 		$294K Buy
10,689
+1,728
+19% +$51.2K ﹤0.01% 1403
2015
Q2 		$284K Sell
8,961
-632
-7% -$18.6K ﹤0.01% 1434
2015
Q1 		$259K Buy
+9,593
New +$251K ﹤0.01% 1430
2014
Q4 		– Sell
-363,559
Closed -$10.6M – 1530
2014
Q3 		$10.6M Buy
363,559
+50,813
+16% +$1.48M 0.02% 465
2014
Q2 		$9.22M Buy
312,746
+4,243
+1% +$125K 0.02% 507
2014
Q1 		$9.56M Buy
308,503
+32,106
+12% +$975K 0.02% 486
2013
Q4 		$8.28M Sell
276,397
-540,393
-66% -$15.6M 0.02% 533
2013
Q3 		$22.4M Buy
816,790
+390,577
+92% +$11.4M 0.06% 293
2013
Q2 		$12.3M Buy
+426,213
New +$11.1M 0.04% 374

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Putnam Investments's ZION Position: Q2 2017 in Review

Putnam Investments sold out of Zions Bancorporation (ZION) in Q2 2017, closing a stake of 59,843 shares — an estimated $2.51M sold.

Putnam Investments first reported a position in ZION in Q2 2013 and held it in 13 quarters. The position peaked at $22.4M in Q3 2013. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

  • Putnam Investments reported no remaining Zions Bancorporation position as of Q2 2017 after selling out during the quarter.
  • Putnam Investments sold 59,843 Zions Bancorporation shares in Q2 2017, an estimated $2.51M.
  • Putnam Investments first reported a position in Zions Bancorporation in Q2 2013 and held it in 13 quarters.
  • Putnam Investments's Zions Bancorporation position peaked at $22.4M in Q3 2013.
  • 451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on Putnam Investments's 13F filing for Q2 2017, filed 14 Aug 2017.