Archford Capital Strategies’s Zions Bancorporation ZION Stock Holding History

Archford Capital Strategies’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	-1,500	Closed	-$75K	–	540
2018 Q3	$75K	Sell	1,500 -13	-0.9%	-$686	0.03%	263
2018 Q2	$80K	Buy	1,513 +1,500	+11,538%	+$82.8K	0.03%	267
2018 Q1	$1K	Buy	+13	New	+$700	﹤0.01%	618
2017 Q2	–	Sell	-13	Closed	-$1K	–	639
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	681
2016 Q4	$0	Hold	13	–	–	﹤0.01%	754
2016 Q3	$0	Hold	13	–	–	﹤0.01%	728
2016 Q2	$0	Buy	+13	New	+$345	﹤0.01%	774
2016 Q1	–	Sell	-13	Closed	-$1K	–	620
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	801
2015 Q3	$0	Hold	13	–	–	﹤0.01%	737
2015 Q2	$0	Hold	13	–	–	﹤0.01%	731
2015 Q1	$351	Hold	13	–	–	﹤0.01%	730
2014 Q4	$0	Hold	13	–	–	﹤0.01%	770
2014 Q3	$0	Hold	13	–	–	﹤0.01%	825
2014 Q2	$383	Hold	13	–	–	﹤0.01%	884
2014 Q1	$403	Buy	+13	New	+$395	﹤0.01%	837

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Archford Capital Strategies's ZION Position: Q4 2018 in Review

Archford Capital Strategies sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 1,500 shares — an estimated $75K sold.

Archford Capital Strategies first reported a position in ZION in Q1 2014 and held it in 15 quarters. The position peaked at $80K in Q2 2018. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

Archford Capital Strategies reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
Archford Capital Strategies sold 1,500 Zions Bancorporation shares in Q4 2018, an estimated $75K.
Archford Capital Strategies first reported a position in Zions Bancorporation in Q1 2014 and held it in 15 quarters.
Archford Capital Strategies's Zions Bancorporation position peaked at $80K in Q2 2018.
519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Archford Capital Strategies's 13F filing for Q4 2018, filed 13 Feb 2019.