AIM
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Assured Investment Management’s Zions Bancorporation ZION Stock Holding History

Assured Investment 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
2019
Q2 		– Sell
-19,527
Closed -$887K – 884
2019
Q1 		$887K Buy
19,527
+7,383
+61% +$352K 0.01% 408
2018
Q4 		$495K Buy
+12,144
New +$566K 0.01% 653

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Assured Investment Management's ZION Position: Q2 2019 in Review

Assured Investment Management sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 19,527 shares — an estimated $887K sold.

Assured Investment Management first reported a position in ZION in Q4 2018 and held it in 2 quarters. The position peaked at $887K in Q1 2019. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

  • Assured Investment Management reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 19,527 Zions Bancorporation shares in Q2 2019, an estimated $887K.
  • Assured Investment Management first reported a position in Zions Bancorporation in Q4 2018 and held it in 2 quarters.
  • Assured Investment Management's Zions Bancorporation position peaked at $887K in Q1 2019.
  • 501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.