Advantage Investment Management’s Zions Bancorporation ZION Stock Holding History

Advantage Investment Management’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 Q3	$13K	Hold	300	–	–	0.01%	607
2019 Q2	$14K	Hold	300	–	–	0.01%	612
2019 Q1	$14K	Hold	300	–	–	0.01%	602
2018 Q4	$12K	Hold	300	–	–	0.01%	625
2018 Q3	$15K	Hold	300	–	–	0.01%	640
2018 Q2	$16K	Hold	300	–	–	0.01%	591
2018 Q1	$16K	Hold	300	–	–	0.01%	602
2017 Q4	$15K	Hold	300	–	–	﹤0.01%	631
2017 Q3	$14K	Hold	300	–	–	﹤0.01%	620
2017 Q2	$13K	Buy	+300	New	+$12.4K	﹤0.01%	658

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advantage Investment Management's ZION Position: Q3 2019 in Review

Advantage Investment Management held its Zions Bancorporation (ZION) position steady in Q3 2019 at 300 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #607.

Advantage Investment Management first reported a position in ZION in Q2 2017 and has held it in 10 quarters since. The position peaked at $16K in Q2 2018. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

Advantage Investment Management held 300 shares of Zions Bancorporation worth $13K as of Q3 2019.
Advantage Investment Management left its Zions Bancorporation share count unchanged in Q3 2019.
Zions Bancorporation made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #607 holding.
Advantage Investment Management first reported a position in Zions Bancorporation in Q2 2017 and has held it in 10 quarters since.
Advantage Investment Management's Zions Bancorporation position peaked at $16K in Q2 2018.
442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.