BCA
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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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return