JWM
ZION icon

Jacobus Wealth Management’s Zions Bancorporation ZION Stock Holding History

Jacobus Wealth 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
2016
Q4 		– Sell
-4,600
Closed -$143K – 228
2016
Q3 		$143K Buy
4,600
+500
+12% +$14.2K 0.04% 193
2016
Q2 		$103K Sell
4,100
-870
-18% -$23.1K 0.03% 210
2016
Q1 		$120K Buy
4,970
+600
+14% +$13.8K 0.04% 249
2015
Q4 		$119K Hold
4,370
– – 0.03% 261
2015
Q3 		$120K Buy
4,370
+800
+22% +$23.7K 0.04% 262
2015
Q2 		$113K Buy
+3,570
New +$105K 0.03% 293
2015
Q1 		– Sell
-3,570
Closed -$102K – 310
2014
Q4 		$102K Buy
+3,570
New +$101K 0.03% 292

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return