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Frontier Wealth Management’s Zions Bancorporation ZION Stock Holding History

Frontier Wealth 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
2018
Q3 		– Sell
-3,882
Closed -$205K – 414
2018
Q2 		$205K Buy
+3,882
New +$214K 0.03% 355

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Frontier Wealth Management's ZION Position: Q3 2018 in Review

Frontier Wealth Management sold out of Zions Bancorporation (ZION) in Q3 2018, closing a stake of 3,882 shares — an estimated $205K sold.

Frontier Wealth Management first reported a position in ZION in Q2 2018 and held it in 1 quarter. The position peaked at $205K in Q2 2018. 522 funds tracked by Wall St. Rank hold ZION as of Q3 2018.

  • Frontier Wealth Management reported no remaining Zions Bancorporation position as of Q3 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 3,882 Zions Bancorporation shares in Q3 2018, an estimated $205K.
  • Frontier Wealth Management first reported a position in Zions Bancorporation in Q2 2018 and held it in 1 quarter.
  • Frontier Wealth Management's Zions Bancorporation position peaked at $205K in Q2 2018.
  • 522 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2018.

Based on Frontier Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.