Advanced Asset Management Advisors’s Zions Bancorporation ZION Stock Holding History

Advanced Asset Management 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
2019 Q4	–	Sell	-47,400	Closed	-$2.11M	–	133
2019 Q3	$2.11M	Hold	47,400	–	–	0.68%	48
2019 Q2	$2.18M	Buy	47,400 +10,000	+27%	+$463K	0.75%	39
2019 Q1	$1.7M	Hold	37,400	–	–	0.61%	42
2018 Q4	$1.52M	Hold	37,400	–	–	0.49%	49
2018 Q3	$1.88M	Hold	37,400	–	–	0.68%	25
2018 Q2	$1.97M	Hold	37,400	–	–	0.64%	32
2018 Q1	$1.97M	Hold	37,400	–	–	0.65%	32
2017 Q4	$1.9M	Buy	+37,400	New	+$1.79M	0.62%	35

Other funds holding ZION

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advanced Asset Management Advisors's ZION Position: Q4 2019 in Review

Advanced Asset Management Advisors sold out of Zions Bancorporation (ZION) in Q4 2019, closing a stake of 47,400 shares — an estimated $2.11M sold.

Advanced Asset Management Advisors first reported a position in ZION in Q4 2017 and held it in 8 quarters. The position peaked at $2.18M in Q2 2019. 475 funds tracked by Wall St. Rank hold ZION as of Q4 2019.

Advanced Asset Management Advisors reported no remaining Zions Bancorporation position as of Q4 2019 after selling out during the quarter.
Advanced Asset Management Advisors sold 47,400 Zions Bancorporation shares in Q4 2019, an estimated $2.11M.
Advanced Asset Management Advisors first reported a position in Zions Bancorporation in Q4 2017 and held it in 8 quarters.
Advanced Asset Management Advisors's Zions Bancorporation position peaked at $2.18M in Q2 2019.
475 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2019.

Based on Advanced Asset Management Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.