Bray Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Bray Capital 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	–	Sell	-5,880	Closed	-$270K	–	368
2019 Q2	$270K	Hold	5,880	–	–	0.1%	127
2019 Q1	$267K	Hold	5,880	–	–	0.11%	124
2018 Q4	$240K	Hold	5,880	–	–	0.12%	130
2018 Q3	$295K	Hold	5,880	–	–	0.13%	113
2018 Q2	$310K	Hold	5,880	–	–	0.14%	105
2018 Q1	$310K	Buy	5,880 +955	+19%	+$51.4K	0.14%	104
2017 Q4	$250K	Hold	4,925	–	–	0.12%	113
2017 Q3	$232K	Hold	4,925	–	–	0.12%	108
2017 Q2	$216K	Buy	+4,925	New	+$203K	0.12%	107
2015 Q3	–	Sell	-300	Closed	-$10K	–	440
2015 Q2	$10K	Buy	+300	New	+$8.83K	0.01%	349

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

Bray Capital Advisors's ZION Position: Q3 2019 in Review

Bray Capital Advisors sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 5,880 shares — an estimated $270K sold.

Bray Capital Advisors first reported a position in ZION in Q2 2015 and held it in 10 quarters. The position peaked at $310K in Q2 2018. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

Bray Capital Advisors reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
Bray Capital Advisors sold 5,880 Zions Bancorporation shares in Q3 2019, an estimated $270K.
Bray Capital Advisors first reported a position in Zions Bancorporation in Q2 2015 and held it in 10 quarters.
Bray Capital Advisors's Zions Bancorporation position peaked at $310K in Q2 2018.
442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Bray Capital Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.