CRC
ZION icon

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
-209,200
Closed -$9.5M – 837
2019
Q1 		$9.5M Sell
209,200
-437,300
-68% -$20.9M 0.24% 118
2018
Q4 		$26.3M Buy
+646,500
New +$30.1M 0.67% 20

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B 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

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. 502 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.
  • 502 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.