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Santa Fe Partners’s Zions Bancorporation ZION Stock Holding History

Santa Fe Partners’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
-16,543
Closed -$452K – 321
2015
Q4 		$452K Sell
16,543
-7,848
-32% -$225K 0.07% 354
2015
Q3 		$672K Buy
+24,391
New +$723K 0.09% 314
2014
Q3 		– Sell
-37,022
Closed -$1.09M – 621
2014
Q2 		$1.09M Sell
37,022
-64,093
-63% -$1.88M 0.16% 255
2014
Q1 		$3.13M Buy
101,115
+93,014
+1,148% +$2.83M 0.44% 79
2013
Q4 		$243K Sell
8,101
-71,779
-90% -$2.07M 0.04% 433
2013
Q3 		$2.19M Buy
+79,880
New +$2.33M 0.42% 79

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

Santa Fe Partners's ZION Position: Q1 2016 in Review

Santa Fe Partners sold out of Zions Bancorporation (ZION) in Q1 2016, closing a stake of 16,543 shares — an estimated $452K sold.

Santa Fe Partners first reported a position in ZION in Q3 2013 and held it in 6 quarters. The position peaked at $3.13M in Q1 2014. 334 funds tracked by Wall St. Rank hold ZION as of Q1 2016.

  • Santa Fe Partners reported no remaining Zions Bancorporation position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 16,543 Zions Bancorporation shares in Q1 2016, an estimated $452K.
  • Santa Fe Partners first reported a position in Zions Bancorporation in Q3 2013 and held it in 6 quarters.
  • Santa Fe Partners's Zions Bancorporation position peaked at $3.13M in Q1 2014.
  • 334 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.