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Heritage Trust’s Zions Bancorporation ZION Stock Holding History

Heritage Trust’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
Q1 		– Sell
-7
Closed – – 432
2018
Q4 		$0 Hold
7
– – ﹤0.01% 458
2018
Q3 		$0 Hold
7
– – ﹤0.01% 436
2018
Q2 		$0 Hold
7
– – ﹤0.01% 410
2018
Q1 		$0 Hold
7
– – ﹤0.01% 408
2017
Q4 		$0 Buy
+7
New +$335 ﹤0.01% 428

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heritage Trust's ZION Position: Q1 2019 in Review

Heritage Trust sold out of Zions Bancorporation (ZION) in Q1 2019, closing a stake of 7 shares.

Heritage Trust first reported a position in ZION in Q4 2017 and held it in 5 quarters. The position peaked at $0 in Q4 2018. 554 funds tracked by Wall St. Rank hold ZION as of Q1 2019.

  • Heritage Trust reported no remaining Zions Bancorporation position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 7 Zions Bancorporation shares in Q1 2019.
  • Heritage Trust first reported a position in Zions Bancorporation in Q4 2017 and held it in 5 quarters.
  • Heritage Trust's Zions Bancorporation position peaked at $0 in Q4 2018.
  • 554 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.