Apriem Advisors’s Zions Bancorporation ZION Stock Holding History

Apriem 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
2017 Q1	–	Sell	-34	Closed	-$1K	–	734
2016 Q4	$1K	Buy	+34	New	+$1.25K	﹤0.01%	686

Other funds holding ZION

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Apriem Advisors's ZION Position: Q1 2017 in Review

Apriem Advisors sold out of Zions Bancorporation (ZION) in Q1 2017, closing a stake of 34 shares — an estimated $1K sold.

Apriem Advisors first reported a position in ZION in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 455 funds tracked by Wall St. Rank hold ZION as of Q1 2017.

Apriem Advisors reported no remaining Zions Bancorporation position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 34 Zions Bancorporation shares in Q1 2017, an estimated $1K.
Apriem Advisors first reported a position in Zions Bancorporation in Q4 2016 and held it in 1 quarter.
Apriem Advisors's Zions Bancorporation position peaked at $1K in Q4 2016.
455 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.