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Wafra Inc’s Zions Bancorporation ZION Stock Holding History

Wafra Inc’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
Q1 		– Sell
-87,902
Closed -$3.78M – 92
2016
Q4 		$3.78M Buy
+87,902
New +$3.24M 0.2% 62
2013
Q3 		– Sell
-313,550
Closed -$9.07M – 73
2013
Q2 		$9.07M Buy
+313,550
New +$8.2M 1.44% 30

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wafra Inc's ZION Position: Q1 2017 in Review

Wafra Inc sold out of Zions Bancorporation (ZION) in Q1 2017, closing a stake of 87,902 shares — an estimated $3.78M sold.

Wafra Inc first reported a position in ZION in Q2 2013 and held it in 2 quarters. The position peaked at $9.07M in Q2 2013. 455 funds tracked by Wall St. Rank hold ZION as of Q1 2017.

  • Wafra Inc reported no remaining Zions Bancorporation position as of Q1 2017 after selling out during the quarter.
  • Wafra Inc sold 87,902 Zions Bancorporation shares in Q1 2017, an estimated $3.78M.
  • Wafra Inc first reported a position in Zions Bancorporation in Q2 2013 and held it in 2 quarters.
  • Wafra Inc's Zions Bancorporation position peaked at $9.07M in Q2 2013.
  • 455 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2017.

Based on Wafra Inc's 13F filing for Q1 2017, filed 12 May 2017.