Curi RMB Capital’s Zions Bancorporation ZION Stock Holding History

Curi RMB Capital’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 Q2	–	Sell	-2,947	Closed	-$134K	–	841
2019 Q1	$134K	Sell	2,947 -416	-12%	-$19.8K	﹤0.01%	756
2018 Q4	$137K	Buy	+3,363	New	+$157K	﹤0.01%	853
2018 Q2	–	Sell	-35	Closed	-$2K	–	980
2018 Q1	$2K	Buy	+35	New	+$1.88K	﹤0.01%	890
2017 Q4	–	Sell	-47	Closed	-$2K	–	965
2017 Q3	$2K	Buy	+47	New	+$2.09K	﹤0.01%	703
2017 Q2	–	Hold	0	–	–	–	789
2017 Q1	–	Hold	0	–	–	–	624
2016 Q4	–	Hold	0	–	–	–	578
2016 Q3	–	Sell	-27	Closed	-$767	–	525
2016 Q2	$1K	Buy	+27	New	+$716	﹤0.01%	439
2016 Q1	–	Hold	0	–	–	–	491
2015 Q4	–	Hold	0	–	–	–	511

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return