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	–	838
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	–	979
2018 Q1	$2K	Buy	+35	New	+$1.88K	﹤0.01%	890
2017 Q4	–	Sell	-47	Closed	-$2K	–	964
2017 Q3	$2K	Buy	+47	New	+$2.09K	﹤0.01%	703
2016 Q3	–	Sell	-27	Closed	-$767	–	519
2016 Q2	$1K	Buy	+27	New	+$716	﹤0.01%	439

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Curi RMB Capital's ZION Position: Q2 2019 in Review

Curi RMB Capital sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 2,947 shares — an estimated $134K sold.

Curi RMB Capital first reported a position in ZION in Q2 2016 and held it in 5 quarters. The position peaked at $137K in Q4 2018. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

Curi RMB Capital reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
Curi RMB Capital sold 2,947 Zions Bancorporation shares in Q2 2019, an estimated $134K.
Curi RMB Capital first reported a position in Zions Bancorporation in Q2 2016 and held it in 5 quarters.
Curi RMB Capital's Zions Bancorporation position peaked at $137K in Q4 2018.
501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Curi RMB Capital's 13F filing for Q2 2019, filed 13 Aug 2019.