Gideon Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-19,772	Closed	-$1.03M	–	223
2019 Q4	$1.03M	Buy	19,772 +12,675	+179%	+$615K	0.35%	111
2019 Q3	$316K	Sell	7,097 -3,574	-33%	-$154K	0.1%	225
2019 Q2	$491K	Sell	10,671 -26,769	-71%	-$1.24M	0.17%	178
2019 Q1	$1.7M	Buy	37,440 +24,680	+193%	+$1.18M	0.61%	34
2018 Q4	$520K	Buy	+12,760	New	+$595K	0.21%	146
2016 Q3	–	Sell	-62,973	Closed	-$1.58M	–	291
2016 Q2	$1.58M	Buy	+62,973	New	+$1.67M	0.92%	28
2016 Q1	–	Sell	-39,303	Closed	-$1.07M	–	243
2015 Q4	$1.07M	Sell	39,303 -3,248	-8%	-$93.3K	0.78%	50
2015 Q3	$1.17M	Buy	42,551 +23,218	+120%	+$688K	0.69%	50
2015 Q2	$614K	Buy	+19,333	New	+$569K	0.25%	123
2014 Q3	–	Sell	-48,916	Closed	-$1.44M	–	375
2014 Q2	$1.44M	Buy	+48,916	New	+$1.44M	0.52%	68

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gideon Capital Advisors's ZION Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 19,772 shares — an estimated $1.03M sold.

Gideon Capital Advisors first reported a position in ZION in Q2 2014 and held it in 10 quarters. The position peaked at $1.7M in Q1 2019. 419 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

Gideon Capital Advisors reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 19,772 Zions Bancorporation shares in Q1 2020, an estimated $1.03M.
Gideon Capital Advisors first reported a position in Zions Bancorporation in Q2 2014 and held it in 10 quarters.
Gideon Capital Advisors's Zions Bancorporation position peaked at $1.7M in Q1 2019.
419 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.