Boston Advisors’s Zions Bancorporation ZION Stock Holding History

Boston 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
2019 Q3	$530K	Sell	11,915 -166,042	-93%	-$7.18M	0.03%	454
2019 Q2	$8.18M	Sell	177,957 -20,653	-10%	-$955K	0.44%	54
2019 Q1	$9.02M	Buy	198,610 +32,803	+20%	+$1.56M	0.46%	51
2018 Q4	$6.75M	Sell	165,807 -12,703	-7%	-$592K	0.39%	60
2018 Q3	$8.95M	Sell	178,510 -254,141	-59%	-$13.4M	0.39%	57
2018 Q2	$22.8M	Buy	432,651 +380,543	+730%	+$21M	0.57%	44
2018 Q1	$2.75M	Buy	52,108 +31,372	+151%	+$1.69M	0.07%	250
2017 Q4	$1.05M	Buy	+20,736	New	+$993K	0.02%	355
2014 Q3	–	Sell	-9,350	Closed	-$276K	–	598
2014 Q2	$276K	Buy	9,350 +700	+8%	+$20.6K	0.01%	501
2014 Q1	$268K	Buy	8,650 +750	+9%	+$22.8K	0.01%	491
2013 Q4	$237K	Sell	7,900 -800	-9%	-$23K	0.01%	533
2013 Q3	$239K	Buy	+8,700	New	+$254K	0.01%	491

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Advisors's ZION Position: Q3 2019 in Review

Boston Advisors reduced its Zions Bancorporation (ZION) stake by 93% in Q3 2019, selling an estimated $7.18M and leaving 11,915 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #454.

Boston Advisors first reported a position in ZION in Q3 2013 and has held it in 12 quarters since. The position peaked at $22.8M in Q2 2018. 441 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

Boston Advisors held 11,915 shares of Zions Bancorporation worth $530K as of Q3 2019.
Boston Advisors sold 166,042 Zions Bancorporation shares in Q3 2019, an estimated $7.18M.
Zions Bancorporation made up 0.03% of Boston Advisors's portfolio in Q3 2019, its #454 holding.
Boston Advisors first reported a position in Zions Bancorporation in Q3 2013 and has held it in 12 quarters since.
Boston Advisors's Zions Bancorporation position peaked at $22.8M in Q2 2018.
441 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.