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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return