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SII Investments’s Zions Bancorporation ZION Stock Holding History

SII 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
2018
Q1 		– Sell
-13,672
Closed -$693K – 357
2017
Q4 		$693K Sell
13,672
-11,855
-46% -$568K 0.07% 199
2017
Q3 		$1.2M Sell
25,527
-249
-1% -$11.1K 0.07% 201
2017
Q2 		$1.13M Buy
25,776
+1,190
+5% +$49K 0.07% 206
2017
Q1 		$1.03M Buy
24,586
+99
+0.4% +$4.3K 0.07% 194
2016
Q4 		$1.05M Buy
24,487
+14,652
+149% +$540K 0.08% 192
2016
Q3 		$305K Sell
9,835
-7,929
-45% -$225K 0.02% 413
2016
Q2 		$447K Sell
17,764
-1,364
-7% -$36.2K 0.04% 334
2016
Q1 		$463K Sell
19,128
-750
-4% -$17.2K 0.04% 322
2015
Q4 		$542K Sell
19,878
-400
-2% -$11.5K 0.07% 234
2015
Q3 		$559K Buy
20,278
+1
+0% +$30 0.06% 267
2015
Q2 		$643K Hold
20,277
– – 0.08% 244
2015
Q1 		$547K Sell
20,277
-2,849
-12% -$74.6K 0.07% 269
2014
Q4 		$659K Sell
23,126
-4,084
-15% -$115K 0.09% 219
2014
Q3 		$792K Sell
27,210
-509
-2% -$14.8K 0.11% 195
2014
Q2 		$816K Hold
27,719
– – 0.12% 188
2014
Q1 		$804K Buy
27,719
+908
+3% +$27.6K 0.15% 162
2013
Q4 		$804K Buy
26,811
+6,261
+30% +$180K 0.14% 171
2013
Q3 		$564K Buy
+20,550
New +$600K 0.13% 170

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

SII Investments's ZION Position: Q1 2018 in Review

SII Investments sold out of Zions Bancorporation (ZION) in Q1 2018, closing a stake of 13,672 shares — an estimated $693K sold.

SII Investments first reported a position in ZION in Q3 2013 and held it in 18 quarters. The position peaked at $1.2M in Q3 2017. 535 funds tracked by Wall St. Rank hold ZION as of Q1 2018.

  • SII Investments reported no remaining Zions Bancorporation position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 13,672 Zions Bancorporation shares in Q1 2018, an estimated $693K.
  • SII Investments first reported a position in Zions Bancorporation in Q3 2013 and held it in 18 quarters.
  • SII Investments's Zions Bancorporation position peaked at $1.2M in Q3 2017.
  • 535 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.