Alpha Windward’s Zions Bancorporation ZION Stock Holding History

Alpha Windward’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 Q2	–	Sell	-300	Closed	-$14K	–	468
2019 Q1	$14K	Hold	300	–	–	0.01%	356
2018 Q4	$12K	Buy	+300	New	+$14K	0.01%	357

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Alpha Windward's ZION Position: Q2 2019 in Review

Alpha Windward sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 300 shares — an estimated $14K sold.

Alpha Windward first reported a position in ZION in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

Alpha Windward reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
Alpha Windward sold 300 Zions Bancorporation shares in Q2 2019, an estimated $14K.
Alpha Windward first reported a position in Zions Bancorporation in Q4 2018 and held it in 2 quarters.
Alpha Windward's Zions Bancorporation position peaked at $14K in Q1 2019.
501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Alpha Windward's 13F filing for Q2 2019, filed 30 Jul 2019.