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Rockefeller Financial Services’s Zions Bancorporation ZION Stock Holding History

Rockefeller Financial Services’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
Q4 		$28K Hold
552
– – ﹤0.01% 453
2017
Q3 		$26K Buy
+552
New +$24.6K ﹤0.01% 460
2014
Q3 		– Sell
-36
Closed -$1K – 596
2014
Q2 		$1K Buy
+36
New +$1.06K ﹤0.01% 602

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Rockefeller Financial Services's ZION Position: Q4 2017 in Review

Rockefeller Financial Services held its Zions Bancorporation (ZION) position steady in Q4 2017 at 552 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Rockefeller Financial Services first reported a position in ZION in Q2 2014 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold ZION as of Q4 2017.

  • Rockefeller Financial Services held 552 shares of Zions Bancorporation worth $28K as of Q4 2017.
  • Rockefeller Financial Services left its Zions Bancorporation share count unchanged in Q4 2017.
  • Zions Bancorporation made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #453 holding.
  • Rockefeller Financial Services first reported a position in Zions Bancorporation in Q2 2014 and has held it in 3 quarters since.
  • 502 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.