Edge Wealth Management’s Zions Bancorporation, N.A. Depositary Shares, Each Representing 1/40th Interest in a Share of Series G Fixed/Floating Rate Non-Cumulative Perpetual Preferred Stock ZIONO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-500
Closed -$13K 642
2020
Q2
$13K Hold
500
﹤0.01% 437
2020
Q1
$12K Hold
500
﹤0.01% 382
2019
Q4
$14K Hold
500
﹤0.01% 387
2019
Q3
$13K Hold
500
﹤0.01% 385
2019
Q2
$14K Hold
500
﹤0.01% 382
2019
Q1
$13K Hold
500
﹤0.01% 377
2018
Q4
$13K Buy
+500
New +$12.9K ﹤0.01% 375

Edge Wealth Management's ZIONO Position: Q3 2020 in Review

Edge Wealth Management sold out of Zions Bancorporation, N.A. Depositary Shares, Each Representing 1/40th Interest in a Share of Series G Fixed/Floating Rate Non-Cumulative Perpetual Preferred Stock (ZIONO) in Q3 2020, closing a stake of 500 shares — an estimated $13K sold.

Edge Wealth Management first reported a position in ZIONO in Q4 2018 and held it in 7 quarters. The position peaked at $14K in Q4 2019. 0 funds tracked by Wall St. Rank hold ZIONO as of Q3 2020.

  • Edge Wealth Management reported no remaining Zions Bancorporation, N.A. Depositary Shares, Each Representing 1/40th Interest in a Share of Series G Fixed/Floating Rate Non-Cumulative Perpetual Preferred Stock position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 500 Zions Bancorporation, N.A. Depositary Shares, Each Representing 1/40th Interest in a Share of Series G Fixed/Floating Rate Non-Cumulative Perpetual Preferred Stock shares in Q3 2020, an estimated $13K.
  • Edge Wealth Management first reported a position in Zions Bancorporation, N.A. Depositary Shares, Each Representing 1/40th Interest in a Share of Series G Fixed/Floating Rate Non-Cumulative Perpetual Preferred Stock in Q4 2018 and held it in 7 quarters.
  • Edge Wealth Management's Zions Bancorporation, N.A. Depositary Shares, Each Representing 1/40th Interest in a Share of Series G Fixed/Floating Rate Non-Cumulative Perpetual Preferred Stock position peaked at $14K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Zions Bancorporation, N.A. Depositary Shares, Each Representing 1/40th Interest in a Share of Series G Fixed/Floating Rate Non-Cumulative Perpetual Preferred Stock as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.