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Capital Bank & Trust’s Zions Bancorporation ZION Stock Holding History

Capital Bank & Trust’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
-71
Closed -$3K – 862
2019
Q2 		$3K Hold
71
– – ﹤0.01% 628
2019
Q1 		$3K Hold
71
– – ﹤0.01% 640
2018
Q4 		$3K Hold
71
– – ﹤0.01% 660
2018
Q3 		$4K Hold
71
– – ﹤0.01% 738
2018
Q2 		$4K Hold
71
– – ﹤0.01% 618
2018
Q1 		$4K Hold
71
– – ﹤0.01% 586
2017
Q4 		$4K Buy
+71
New +$3.4K ﹤0.01% 621

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Bank & Trust's ZION Position: Q3 2019 in Review

Capital Bank & Trust sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 71 shares — an estimated $3K sold.

Capital Bank & Trust first reported a position in ZION in Q4 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • Capital Bank & Trust reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 71 Zions Bancorporation shares in Q3 2019, an estimated $3K.
  • Capital Bank & Trust first reported a position in Zions Bancorporation in Q4 2017 and held it in 7 quarters.
  • Capital Bank & Trust's Zions Bancorporation position peaked at $4K in Q3 2018.
  • 442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Capital Bank & Trust's 13F filing for Q3 2019, filed 14 Nov 2019.