AIL
ZION icon

AGF Investments LLC’s Zions Bancorporation ZION Stock Holding History

AGF Investments LLC’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
2018
Q4 		– Sell
-495
Closed -$24K – 857
2018
Q3 		$24K Sell
495
-177
-26% -$9.35K ﹤0.01% 555
2018
Q2 		$35K Buy
+672
New +$37.1K ﹤0.01% 538
2017
Q4 		– Sell
-228
Closed -$11K – 830
2017
Q3 		$11K Hold
228
– – ﹤0.01% 485
2017
Q2 		$10K Hold
228
– – ﹤0.01% 555
2017
Q1 		$10K Hold
228
– – ﹤0.01% 569
2016
Q4 		$10K Buy
+228
New +$8.4K ﹤0.01% 644

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AGF Investments LLC's ZION Position: Q4 2018 in Review

AGF Investments LLC sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 495 shares — an estimated $24K sold.

AGF Investments LLC first reported a position in ZION in Q4 2016 and held it in 6 quarters. The position peaked at $35K in Q2 2018. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

  • AGF Investments LLC reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
  • AGF Investments LLC sold 495 Zions Bancorporation shares in Q4 2018, an estimated $24K.
  • AGF Investments LLC first reported a position in Zions Bancorporation in Q4 2016 and held it in 6 quarters.
  • AGF Investments LLC's Zions Bancorporation position peaked at $35K in Q2 2018.
  • 519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on AGF Investments LLC's 13F filing for Q4 2018, filed 8 Feb 2019.