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Summit Partners Public Asset Management’s Zions Bancorporation ZION Stock Holding History

Summit Partners Public Asset 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
Q3 		– Sell
-200,000
Closed -$5.03M – 124
2016
Q2 		$5.03M Buy
+200,000
New +$5.31M 0.91% 33

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Summit Partners Public Asset Management's ZION Position: Q2 2017 in Review

Summit Partners Public Asset Management sold out of Zions Bancorporation (ZION) in Q2 2017, closing a stake of 130,000 shares — an estimated $5.46M sold.

Summit Partners Public Asset Management first reported a position in ZION in Q4 2016 and held it in 2 quarters. The position peaked at $5.46M in Q1 2017. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

  • Summit Partners Public Asset Management reported no remaining Zions Bancorporation position as of Q2 2017 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 130,000 Zions Bancorporation shares in Q2 2017, an estimated $5.46M.
  • Summit Partners Public Asset Management first reported a position in Zions Bancorporation in Q4 2016 and held it in 2 quarters.
  • Summit Partners Public Asset Management's Zions Bancorporation position peaked at $5.46M in Q1 2017.
  • 451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.