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Advisors Asset Management’s Zions Bancorporation ZION Stock Holding History

Advisors Asset 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
2020
Q3 		– Sell
-1,773
Closed -$60.3K – 1599
2020
Q2 		$60.3K Sell
1,773
-2,513
-59% -$79.6K ﹤0.01% 1373
2020
Q1 		$115K Sell
4,286
-3,893
-48% -$160K ﹤0.01% 1206
2019
Q4 		$425K Sell
8,179
-3,603
-31% -$175K 0.01% 1032
2019
Q3 		$525K Sell
11,782
-2,995
-20% -$129K 0.01% 961
2019
Q2 		$679K Sell
14,777
-2,732
-16% -$126K 0.01% 909
2019
Q1 		$795K Sell
17,509
-567
-3% -$27.1K 0.01% 859
2018
Q4 		$736K Sell
18,076
-107
-0.6% -$4.99K 0.01% 871
2018
Q3 		$912K Buy
18,183
+2,371
+15% +$125K 0.01% 864
2018
Q2 		$833K Buy
15,812
+3,025
+24% +$167K 0.01% 904
2018
Q1 		$703K Buy
12,787
+4,019
+46% +$216K 0.01% 962
2017
Q4 		$446K Buy
8,768
+3,248
+59% +$156K 0.01% 1102
2017
Q3 		$260K Buy
5,520
+3,067
+125% +$136K ﹤0.01% 1199
2017
Q2 		$108K Buy
+2,453
New +$101K ﹤0.01% 1363
2017
Q1 		– Sell
-900
Closed -$39K – 1772
2016
Q4 		$39K Hold
900
– – ﹤0.01% 1741
2016
Q3 		$28K Sell
900
-100
-10% -$2.84K ﹤0.01% 1762
2016
Q2 		$25K Hold
1,000
– – ﹤0.01% 1781
2016
Q1 		$24K Hold
1,000
– – ﹤0.01% 1719
2015
Q4 		$27K Hold
1,000
– – ﹤0.01% 1812
2015
Q3 		$28K Hold
1,000
– – ﹤0.01% 1798
2015
Q2 		$32K Sell
1,000
-100
-9% -$2.94K ﹤0.01% 1766
2015
Q1 		$30K Buy
1,100
+100
+10% +$2.62K ﹤0.01% 1755
2014
Q4 		$29K Sell
1,000
-100
-9% -$2.82K ﹤0.01% 1744
2014
Q3 		$32K Buy
1,100
+100
+10% +$2.9K ﹤0.01% 1711
2014
Q2 		$29K Hold
1,000
– – ﹤0.01% 1736
2014
Q1 		$31K Hold
1,000
– – ﹤0.01% 1706
2013
Q4 		$30K Sell
1,000
-100
-9% -$2.88K ﹤0.01% 1701
2013
Q3 		$30K Hold
1,100
– – ﹤0.01% 1684
2013
Q2 		$32K Buy
+1,100
New +$28.8K ﹤0.01% 1636

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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Advisors Asset Management's ZION Position: Q3 2020 in Review

Advisors Asset Management sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 1,773 shares — an estimated $60.3K sold.

Advisors Asset Management first reported a position in ZION in Q2 2013 and held it in 28 quarters. The position peaked at $912K in Q3 2018. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

  • Advisors Asset Management reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Advisors Asset Management sold 1,773 Zions Bancorporation shares in Q3 2020, an estimated $60.3K.
  • Advisors Asset Management first reported a position in Zions Bancorporation in Q2 2013 and held it in 28 quarters.
  • Advisors Asset Management's Zions Bancorporation position peaked at $912K in Q3 2018.
  • 406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on Advisors Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.