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RS Investment Management’s Zions Bancorporation ZION Stock Holding History

RS Investment 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
2016
Q2 		$41M Sell
1,630,599
-581,270
-26% -$15.4M 0.42% 76
2016
Q1 		$53.5M Buy
2,211,869
+3,585
+0.2% +$82.4K 0.53% 53
2015
Q4 		$60.3M Buy
2,208,284
+75,480
+4% +$2.17M 0.54% 60
2015
Q3 		$58.7M Buy
2,132,804
+358,424
+20% +$10.6M 0.52% 65
2015
Q2 		$56.3M Buy
1,774,380
+63,715
+4% +$1.87M 0.48% 74
2015
Q1 		$46.2M Buy
1,710,665
+740,115
+76% +$19.4M 0.41% 88
2014
Q4 		$27.7M Sell
970,550
-456,485
-32% -$12.9M 0.25% 144
2014
Q3 		$41.5M Buy
1,427,035
+825,025
+137% +$24M 0.38% 102
2014
Q2 		$17.7M Sell
602,010
-76,240
-11% -$2.24M 0.15% 189
2014
Q1 		$21M Sell
678,250
-48,805
-7% -$1.48M 0.12% 185
2013
Q4 		$21.8M Buy
727,055
+65,446
+10% +$1.88M 0.13% 180
2013
Q3 		$18.1M Buy
661,609
+259,134
+64% +$7.56M 0.12% 178
2013
Q2 		$11.6M Buy
+402,475
New +$10.5M 0.08% 194

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return

RS Investment Management's ZION Position: Q2 2016 in Review

RS Investment Management reduced its Zions Bancorporation (ZION) stake by 26% in Q2 2016, selling an estimated $15.4M and leaving 1,630,599 shares worth $41M. The position accounts for 0.42% of the portfolio, ranked #76.

RS Investment Management first reported a position in ZION in Q2 2013 and has held it in 13 quarters since. The position peaked at $60.3M in Q4 2015. 346 funds tracked by Wall St. Rank hold ZION as of Q2 2016.

  • RS Investment Management held 1,630,599 shares of Zions Bancorporation worth $41M as of Q2 2016.
  • RS Investment Management sold 581,270 Zions Bancorporation shares in Q2 2016, an estimated $15.4M.
  • Zions Bancorporation made up 0.42% of RS Investment Management's portfolio in Q2 2016, its #76 holding.
  • RS Investment Management first reported a position in Zions Bancorporation in Q2 2013 and has held it in 13 quarters since.
  • RS Investment Management's Zions Bancorporation position peaked at $60.3M in Q4 2015.
  • 346 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2016.

Based on RS Investment Management's 13F filing for Q2 2016, filed 26 Jul 2016.