Fortis Advisors’s Zions Bancorporation ZION Stock Holding History

Fortis Advisors’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 Q3	–	Sell	-1,180	Closed	-$54K	–	362
2019 Q2	$54K	Hold	1,180	–	–	0.03%	223
2019 Q1	$54K	Hold	1,180	–	–	0.03%	211
2018 Q4	$48K	Hold	1,180	–	–	0.03%	217
2018 Q3	$59K	Hold	1,180	–	–	0.03%	193
2018 Q2	$62K	Hold	1,180	–	–	0.04%	187
2018 Q1	$62K	Hold	1,180	–	–	0.03%	168
2017 Q4	$60K	Hold	1,180	–	–	0.04%	171
2017 Q3	$56K	Buy	+1,180	New	+$52.5K	0.04%	163

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 $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fortis Advisors's ZION Position: Q3 2019 in Review

Fortis Advisors sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 1,180 shares — an estimated $54K sold.

Fortis Advisors first reported a position in ZION in Q3 2017 and held it in 8 quarters. The position peaked at $62K in Q2 2018. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

Fortis Advisors reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
Fortis Advisors sold 1,180 Zions Bancorporation shares in Q3 2019, an estimated $54K.
Fortis Advisors first reported a position in Zions Bancorporation in Q3 2017 and held it in 8 quarters.
Fortis Advisors's Zions Bancorporation position peaked at $62K in Q2 2018.
442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.