Bradley Foster & Sargent’s Zions Bancorporation ZION Stock Holding History

Bradley Foster & Sargent’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	–	Sell	-14,870	Closed	-$684K	–	353
2019 Q2	$684K	Hold	14,870	–	–	0.02%	238
2019 Q1	$675K	Sell	14,870 -3,495	-19%	-$167K	0.02%	238
2018 Q4	$748K	Buy	18,365 +6,295	+52%	+$293K	0.03%	221
2018 Q3	$605K	Sell	12,070 -12,070	-50%	-$637K	0.02%	269
2018 Q2	$1.27M	Hold	24,140	–	–	0.05%	207
2018 Q1	$1.27M	Hold	24,140	–	–	0.05%	196
2017 Q4	$1.23M	Hold	24,140	–	–	0.04%	199
2017 Q3	$1.14M	Hold	24,140	–	–	0.04%	202
2017 Q2	$1.06M	Buy	24,140 +14,338	+146%	+$590K	0.04%	200
2017 Q1	$412K	Sell	9,802 -14,998	-60%	-$651K	0.02%	275
2016 Q4	$1.07M	Buy	24,800 +5,345	+27%	+$197K	0.05%	198
2016 Q3	$603K	Buy	+19,455	New	+$553K	0.03%	232

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Bradley Foster & Sargent's ZION Position: Q3 2019 in Review

Bradley Foster & Sargent sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 14,870 shares — an estimated $684K sold.

Bradley Foster & Sargent first reported a position in ZION in Q3 2016 and held it in 12 quarters. The position peaked at $1.27M in Q1 2018. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

Bradley Foster & Sargent reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
Bradley Foster & Sargent sold 14,870 Zions Bancorporation shares in Q3 2019, an estimated $684K.
Bradley Foster & Sargent first reported a position in Zions Bancorporation in Q3 2016 and held it in 12 quarters.
Bradley Foster & Sargent's Zions Bancorporation position peaked at $1.27M in Q1 2018.
442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Bradley Foster & Sargent's 13F filing for Q3 2019, filed 30 Oct 2019.