TI
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Turner Investments’s Zions Bancorporation ZION Stock Holding History

Turner 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
2017
Q2 		– Sell
-25,000
Closed -$1.05M – 292
2017
Q1 		$1.05M Sell
25,000
-22,460
-47% -$976K 0.68% 59
2016
Q4 		$2.04M Buy
+47,460
New +$1.75M 0.83% 33
2015
Q4 		– Sell
-28,130
Closed -$775K – 277
2015
Q3 		$775K Sell
28,130
-5,070
-15% -$150K 0.16% 169
2015
Q2 		$1.05M Buy
+33,200
New +$977K 0.19% 161
2013
Q3 		– Sell
-62,020
Closed -$1.79M – 699
2013
Q2 		$1.79M Buy
+62,020
New +$1.62M 0.02% 462

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return