WCA
ZION icon

Waratah Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Waratah Capital Advisors’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
Q4 		– Sell
-26,700
Closed -$1.26M – 159
2017
Q3 		$1.26M Buy
26,700
+2,910
+12% +$129K 0.16% 74
2017
Q2 		$1.04M Buy
23,790
+5,790
+32% +$238K 0.15% 110
2017
Q1 		$756K Sell
18,000
-14,700
-45% -$639K 0.1% 120
2016
Q4 		$1.41M Buy
+32,700
New +$1.2M 0.21% 72

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Waratah Capital Advisors's ZION Position: Q4 2017 in Review

Waratah Capital Advisors sold out of Zions Bancorporation (ZION) in Q4 2017, closing a stake of 26,700 shares — an estimated $1.26M sold.

Waratah Capital Advisors first reported a position in ZION in Q4 2016 and held it in 4 quarters. The position peaked at $1.41M in Q4 2016. 502 funds tracked by Wall St. Rank hold ZION as of Q4 2017.

  • Waratah Capital Advisors reported no remaining Zions Bancorporation position as of Q4 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 26,700 Zions Bancorporation shares in Q4 2017, an estimated $1.26M.
  • Waratah Capital Advisors first reported a position in Zions Bancorporation in Q4 2016 and held it in 4 quarters.
  • Waratah Capital Advisors's Zions Bancorporation position peaked at $1.41M in Q4 2016.
  • 502 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2017.

Based on Waratah Capital Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.