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Harbour Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Harbour 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
2018
Q4 		– Sell
-5,260
Closed -$264K – 227
2018
Q3 		$264K Sell
5,260
-315
-6% -$16.6K 0.11% 155
2018
Q2 		$295K Buy
+5,575
New +$308K 0.13% 178
2018
Q1 		– Sell
-16,802
Closed -$854K – 279
2017
Q4 		$854K Sell
16,802
-9,125
-35% -$437K 0.35% 98
2017
Q3 		$1.22M Sell
25,927
-610
-2% -$27.1K 0.53% 56
2017
Q2 		$1.17M Buy
26,537
+1,050
+4% +$43.2K 0.58% 58
2017
Q1 		$1.07M Sell
25,487
-162
-0.6% -$7.04K 0.49% 62
2016
Q4 		$1.1M Sell
25,649
-225
-0.9% -$8.29K 0.79% 39
2016
Q3 		$803K Sell
25,874
-275
-1% -$7.81K 0.5% 70
2016
Q2 		$657K Sell
26,149
-125
-0.5% -$3.32K 0.37% 99
2016
Q1 		$636K Sell
26,274
-576
-2% -$13.2K 0.36% 103
2015
Q4 		$733K Buy
26,850
+5,900
+28% +$169K 0.4% 88
2015
Q3 		$577K Buy
20,950
+11,850
+130% +$351K 0.41% 91
2015
Q2 		$289K Buy
+9,100
New +$268K 0.18% 157

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Harbour Capital Advisors's ZION Position: Q4 2018 in Review

Harbour Capital Advisors sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 5,260 shares — an estimated $264K sold.

Harbour Capital Advisors first reported a position in ZION in Q2 2015 and held it in 13 quarters. The position peaked at $1.22M in Q3 2017. 518 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

  • Harbour Capital Advisors reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Harbour Capital Advisors sold 5,260 Zions Bancorporation shares in Q4 2018, an estimated $264K.
  • Harbour Capital Advisors first reported a position in Zions Bancorporation in Q2 2015 and held it in 13 quarters.
  • Harbour Capital Advisors's Zions Bancorporation position peaked at $1.22M in Q3 2017.
  • 518 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Harbour Capital Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.