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Howe & Rusling’s Zions Bancorporation ZION Stock Holding History

Howe & Rusling’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
-158
Closed -$8K – 895
2019
Q4 		$8K Sell
158
-58
-27% -$2.81K ﹤0.01% 498
2019
Q3 		$10K Buy
216
+46
+27% +$1.99K ﹤0.01% 474
2019
Q2 		$8K Buy
170
+14
+9% +$648 ﹤0.01% 478
2019
Q1 		$7K Buy
+156
New +$7.44K ﹤0.01% 500
2017
Q3 		– Sell
-247
Closed -$11K – 983
2017
Q2 		$11K Buy
247
+13
+6% +$535 ﹤0.01% 468
2017
Q1 		$10K Sell
234
-29
-11% -$1.26K ﹤0.01% 510
2016
Q4 		$11K Sell
263
-24
-8% -$884 ﹤0.01% 487
2016
Q3 		$9K Sell
287
-200
-41% -$5.68K ﹤0.01% 546
2016
Q2 		$12K Buy
487
+60
+14% +$1.59K ﹤0.01% 452
2016
Q1 		$10K Buy
427
+33
+8% +$759 ﹤0.01% 534
2015
Q4 		$11K Buy
394
+80
+25% +$2.3K ﹤0.01% 484
2015
Q3 		$9K Buy
314
+167
+114% +$4.95K ﹤0.01% 525
2015
Q2 		$5K Buy
147
+67
+84% +$1.97K ﹤0.01% 664
2015
Q1 		$2K Hold
80
– – ﹤0.01% 800
2014
Q4 		$2K Hold
80
– – ﹤0.01% 797
2014
Q3 		$2K Buy
+80
New +$2.32K ﹤0.01% 768

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 $3.37T AUM 44.26% 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

Howe & Rusling's ZION Position: Q1 2020 in Review

Howe & Rusling sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 158 shares — an estimated $8K sold.

Howe & Rusling first reported a position in ZION in Q3 2014 and held it in 16 quarters. The position peaked at $12K in Q2 2016. 419 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

  • Howe & Rusling reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Howe & Rusling sold 158 Zions Bancorporation shares in Q1 2020, an estimated $8K.
  • Howe & Rusling first reported a position in Zions Bancorporation in Q3 2014 and held it in 16 quarters.
  • Howe & Rusling's Zions Bancorporation position peaked at $12K in Q2 2016.
  • 419 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.