Financial Architects (New Jersey)’s Zions Bancorporation ZION Stock Holding History

Financial Architects (New Jersey)’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	-302	Closed	-$14K	–	1503
2019 Q1	$14K	Sell	302 -22	-7%	-$1.05K	﹤0.01%	1015
2018 Q4	$13K	Buy	324 +32	+11%	+$1.49K	﹤0.01%	941
2018 Q3	$15K	Sell	292 -4	-1%	-$211	﹤0.01%	1002
2018 Q2	$16K	Sell	296 -4	-1%	-$221	﹤0.01%	869
2018 Q1	$16K	Sell	300 -21	-7%	-$1.13K	﹤0.01%	955
2017 Q4	$16K	Hold	321	–	–	﹤0.01%	1030
2017 Q3	$15K	Sell	321 -17	-5%	-$756	﹤0.01%	1032
2017 Q2	$15K	Buy	338 +41	+14%	+$1.69K	﹤0.01%	1051
2017 Q1	$12K	Sell	297 -716	-71%	-$31.1K	﹤0.01%	1094
2016 Q4	$44K	Buy	1,013 +586	+137%	+$21.6K	0.01%	602
2016 Q3	$14K	Hold	427	–	–	﹤0.01%	930
2016 Q2	$11K	Buy	427 +341	+397%	+$9.05K	﹤0.01%	961
2016 Q1	$2K	Buy	+86	New	+$1.98K	﹤0.01%	1088

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

Financial Architects (New Jersey)'s ZION Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 302 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in ZION in Q1 2016 and held it in 13 quarters. The position peaked at $44K in Q4 2016. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 302 Zions Bancorporation shares in Q2 2019, an estimated $14K.
Financial Architects (New Jersey) first reported a position in Zions Bancorporation in Q1 2016 and held it in 13 quarters.
Financial Architects (New Jersey)'s Zions Bancorporation position peaked at $44K in Q4 2016.
501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.