IMS Capital Management’s Zions Bancorporation ZION Stock Holding History

IMS Capital Management’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	-250	Closed	-$13K	–	356
2018 Q3	$13K	Buy	+250	New	+$13.2K	0.01%	294
2015 Q1	–	Sell	-25,030	Closed	-$714K	–	164
2014 Q4	$714K	Hold	25,030	–	–	0.82%	45
2014 Q3	$727K	Hold	25,030	–	–	0.84%	43
2014 Q2	$738K	Sell	25,030 -11,600	-32%	-$341K	0.8%	49
2014 Q1	$1.14M	Buy	36,630 +13,000	+55%	+$395K	1.34%	10
2013 Q4	$708K	Buy	23,630 +620	+3%	+$17.8K	0.89%	51
2013 Q3	$631K	Buy	+23,010	New	+$672K	0.87%	50

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

IMS Capital Management's ZION Position: Q4 2018 in Review

IMS Capital Management sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 250 shares — an estimated $13K sold.

IMS Capital Management first reported a position in ZION in Q3 2013 and held it in 7 quarters. The position peaked at $1.14M in Q1 2014. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

IMS Capital Management reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
IMS Capital Management sold 250 Zions Bancorporation shares in Q4 2018, an estimated $13K.
IMS Capital Management first reported a position in Zions Bancorporation in Q3 2013 and held it in 7 quarters.
IMS Capital Management's Zions Bancorporation position peaked at $1.14M in Q1 2014.
519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.