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Thompson Siegel & Walmsley’s Zions Bancorporation ZION Stock Holding History

Thompson Siegel & Walmsley’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
2017
Q2 		– Sell
-42,640
Closed -$1.79M – 905
2017
Q1 		$1.79M Buy
+42,640
New +$1.85M 0.02% 317
2015
Q3 		– Sell
-9,800
Closed -$311K – 719
2015
Q2 		$311K Buy
+9,800
New +$288K 0.01% 356

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thompson Siegel & Walmsley's ZION Position: Q2 2017 in Review

Thompson Siegel & Walmsley sold out of Zions Bancorporation (ZION) in Q2 2017, closing a stake of 42,640 shares — an estimated $1.79M sold.

Thompson Siegel & Walmsley first reported a position in ZION in Q2 2015 and held it in 2 quarters. The position peaked at $1.79M in Q1 2017. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

  • Thompson Siegel & Walmsley reported no remaining Zions Bancorporation position as of Q2 2017 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 42,640 Zions Bancorporation shares in Q2 2017, an estimated $1.79M.
  • Thompson Siegel & Walmsley first reported a position in Zions Bancorporation in Q2 2015 and held it in 2 quarters.
  • Thompson Siegel & Walmsley's Zions Bancorporation position peaked at $1.79M in Q1 2017.
  • 451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2017, filed 9 Aug 2017.