Buckley Wealth Management’s Zions Bancorporation ZION Stock Holding History

Buckley Wealth 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 Q3	–	Sell	-13,840	Closed	-$636K	–	152
2019 Q2	$636K	Buy	13,840 +650	+5%	+$30.1K	0.3%	66
2019 Q1	$599K	Sell	13,190 -35	-0.3%	-$1.67K	0.28%	73
2018 Q4	$539K	Hold	13,225	–	–	0.28%	75
2018 Q3	$663K	Buy	13,225 +45	+0.3%	+$2.38K	0.29%	75
2018 Q2	$694K	Hold	13,180	–	–	0.33%	65
2018 Q1	$695K	Buy	13,180 +405	+3%	+$21.8K	0.34%	62
2017 Q4	$649K	Buy	+12,775	New	+$612K	0.33%	73

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 $3.37T AUM 44.26% 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

Buckley Wealth Management's ZION Position: Q3 2019 in Review

Buckley Wealth Management sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 13,840 shares — an estimated $636K sold.

Buckley Wealth Management first reported a position in ZION in Q4 2017 and held it in 7 quarters. The position peaked at $695K in Q1 2018. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

Buckley Wealth Management reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
Buckley Wealth Management sold 13,840 Zions Bancorporation shares in Q3 2019, an estimated $636K.
Buckley Wealth Management first reported a position in Zions Bancorporation in Q4 2017 and held it in 7 quarters.
Buckley Wealth Management's Zions Bancorporation position peaked at $695K in Q1 2018.
442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Buckley Wealth Management's 13F filing for Q3 2019, filed 11 Oct 2019.