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	–	276
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	–	692
2013 Q2	$1.79M	Buy	+62,020	New	+$1.62M	0.02%	462

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Turner Investments's ZION Position: Q2 2017 in Review

Turner Investments sold out of Zions Bancorporation (ZION) in Q2 2017, closing a stake of 25,000 shares — an estimated $1.05M sold.

Turner Investments first reported a position in ZION in Q2 2013 and held it in 5 quarters. The position peaked at $2.04M in Q4 2016. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

Turner Investments reported no remaining Zions Bancorporation position as of Q2 2017 after selling out during the quarter.
Turner Investments sold 25,000 Zions Bancorporation shares in Q2 2017, an estimated $1.05M.
Turner Investments first reported a position in Zions Bancorporation in Q2 2013 and held it in 5 quarters.
Turner Investments's Zions Bancorporation position peaked at $2.04M in Q4 2016.
451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on Turner Investments's 13F filing for Q2 2017, filed 4 Aug 2017.