GW & Wade’s Zions Bancorporation ZION Stock Holding History

GW & Wade’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	-8,273	Closed	-$380K	–	241
2019 Q2	$380K	Buy	8,273 +38	+0.5%	+$1.76K	0.03%	167
2019 Q1	$374K	Buy	+8,235	New	+$393K	0.04%	167

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

GW & Wade's ZION Position: Q3 2019 in Review

GW & Wade sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 8,273 shares — an estimated $380K sold.

GW & Wade first reported a position in ZION in Q1 2019 and held it in 2 quarters. The position peaked at $380K in Q2 2019. 441 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

GW & Wade reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
GW & Wade sold 8,273 Zions Bancorporation shares in Q3 2019, an estimated $380K.
GW & Wade first reported a position in Zions Bancorporation in Q1 2019 and held it in 2 quarters.
GW & Wade's Zions Bancorporation position peaked at $380K in Q2 2019.
441 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on GW & Wade's 13F filing for Q3 2019, filed 12 Nov 2019.