FBB
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Fulton Breakefield Broenniman’s Zions Bancorporation ZION Stock Holding History

Fulton Breakefield Broenniman’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
Q1 		– Sell
-7,546
Closed -$392K – 190
2019
Q4 		$392K Buy
+7,546
New +$366K 0.05% 138

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fulton Breakefield Broenniman's ZION Position: Q1 2020 in Review

Fulton Breakefield Broenniman sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 7,546 shares — an estimated $392K sold.

Fulton Breakefield Broenniman first reported a position in ZION in Q4 2019 and held it in 1 quarter. The position peaked at $392K in Q4 2019. 419 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

  • Fulton Breakefield Broenniman reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 7,546 Zions Bancorporation shares in Q1 2020, an estimated $392K.
  • Fulton Breakefield Broenniman first reported a position in Zions Bancorporation in Q4 2019 and held it in 1 quarter.
  • Fulton Breakefield Broenniman's Zions Bancorporation position peaked at $392K in Q4 2019.
  • 419 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2020, filed 10 Apr 2020.