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Russell Clark Investment Management’s Zions Bancorporation ZION Stock Holding History

Russell Clark 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
Q1 		– Sell
-20,000
Closed -$546K – 25
2015
Q4 		$546K Hold
20,000
– – 0.15% 16
2015
Q3 		$551K Hold
20,000
– – 0.14% 17
2015
Q2 		$635K Buy
+20,000
New +$589K 0.16% 17

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Russell Clark Investment Management's ZION Position: Q1 2016 in Review

Russell Clark Investment Management sold out of Zions Bancorporation (ZION) in Q1 2016, closing a stake of 20,000 shares — an estimated $546K sold.

Russell Clark Investment Management first reported a position in ZION in Q2 2015 and held it in 3 quarters. The position peaked at $635K in Q2 2015. 334 funds tracked by Wall St. Rank hold ZION as of Q1 2016.

  • Russell Clark Investment Management reported no remaining Zions Bancorporation position as of Q1 2016 after selling out during the quarter.
  • Russell Clark Investment Management sold 20,000 Zions Bancorporation shares in Q1 2016, an estimated $546K.
  • Russell Clark Investment Management first reported a position in Zions Bancorporation in Q2 2015 and held it in 3 quarters.
  • Russell Clark Investment Management's Zions Bancorporation position peaked at $635K in Q2 2015.
  • 334 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2016.

Based on Russell Clark Investment Management's 13F filing for Q1 2016, filed 9 May 2016.