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ETrade Capital Management’s Zions Bancorporation ZION Stock Holding History

ETrade Capital Management’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
2020
Q2 		– Sell
-21,316
Closed -$570K – 917
2020
Q1 		$570K Sell
21,316
-1,979
-8% -$81.5K 0.01% 437
2019
Q4 		$1.21M Sell
23,295
-214
-0.9% -$10.4K 0.03% 313
2019
Q3 		$1.05M Sell
23,509
-8,227
-26% -$356K 0.03% 335
2019
Q2 		$1.46M Sell
31,736
-223
-0.7% -$10.3K 0.04% 267
2019
Q1 		$1.45M Buy
31,959
+5,387
+20% +$257K 0.04% 247
2018
Q4 		$1.08M Buy
26,572
+1,135
+4% +$52.9K 0.04% 273
2018
Q3 		$1.28M Sell
25,437
-804
-3% -$42.5K 0.04% 294
2018
Q2 		$1.38M Buy
26,241
+2,261
+9% +$125K 0.04% 259
2018
Q1 		$1.26M Sell
23,980
-2,580
-10% -$139K 0.04% 270
2017
Q4 		$1.35M Buy
26,560
+1,248
+5% +$59.8K 0.04% 274
2017
Q3 		$1.19M Buy
25,312
+2,043
+9% +$90.9K 0.04% 284
2017
Q2 		$1.02M Buy
23,269
+10,639
+84% +$438K 0.04% 259
2017
Q1 		$531K Buy
12,630
+3,140
+33% +$136K 0.02% 427
2016
Q4 		$408K Buy
+9,490
New +$350K 0.02% 432
2014
Q2 		– Sell
-4,367
Closed -$135K – 711
2014
Q1 		$135K Buy
4,367
+1,279
+41% +$38.9K 0.01% 391
2013
Q4 		$93K Buy
3,088
+265
+9% +$7.63K 0.01% 389
2013
Q3 		$77K Buy
2,823
+1,950
+223% +$56.9K 0.01% 372
2013
Q2 		$25K Buy
+873
New +$22.8K ﹤0.01% 461

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ETrade Capital Management's ZION Position: Q2 2020 in Review

ETrade Capital Management sold out of Zions Bancorporation (ZION) in Q2 2020, closing a stake of 21,316 shares — an estimated $570K sold.

ETrade Capital Management first reported a position in ZION in Q2 2013 and held it in 18 quarters. The position peaked at $1.46M in Q2 2019. 410 funds tracked by Wall St. Rank hold ZION as of Q2 2020.

  • ETrade Capital Management reported no remaining Zions Bancorporation position as of Q2 2020 after selling out during the quarter.
  • ETrade Capital Management sold 21,316 Zions Bancorporation shares in Q2 2020, an estimated $570K.
  • ETrade Capital Management first reported a position in Zions Bancorporation in Q2 2013 and held it in 18 quarters.
  • ETrade Capital Management's Zions Bancorporation position peaked at $1.46M in Q2 2019.
  • 410 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2020.

Based on ETrade Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.