VIA
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Virtus Investment Advisers’s Zions Bancorporation ZION Stock Holding History

Virtus Investment Advisers’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
-9,437
Closed -$480K – 450
2017
Q4 		$480K Sell
9,437
-440
-4% -$21.1K 0.05% 299
2017
Q3 		$466K Sell
9,877
-950
-9% -$42.3K 0.05% 323
2017
Q2 		$475K Sell
10,827
-1,982
-15% -$81.6K 0.05% 326
2017
Q1 		$538K Sell
12,809
-2,373
-16% -$103K 0.05% 316
2016
Q4 		$653K Buy
15,182
+13,489
+797% +$497K 0.05% 331
2016
Q3 		$53K Buy
+1,693
New +$48.1K ﹤0.01% 524

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 $3.38T AUM 44.17% 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

Virtus Investment Advisers's ZION Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Zions Bancorporation (ZION) in Q1 2018, closing a stake of 9,437 shares — an estimated $480K sold.

Virtus Investment Advisers first reported a position in ZION in Q3 2016 and held it in 6 quarters. The position peaked at $653K in Q4 2016. 535 funds tracked by Wall St. Rank hold ZION as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Zions Bancorporation position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 9,437 Zions Bancorporation shares in Q1 2018, an estimated $480K.
  • Virtus Investment Advisers first reported a position in Zions Bancorporation in Q3 2016 and held it in 6 quarters.
  • Virtus Investment Advisers's Zions Bancorporation position peaked at $653K in Q4 2016.
  • 535 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.