KWMG LLC’s Zions Bancorporation ZION Stock Holding History

KWMG LLC’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	-75	Closed	-$4K	–	483
2018 Q3	$4K	Hold	75	–	–	﹤0.01%	399
2018 Q2	$4K	Buy	+75	New	+$4.14K	﹤0.01%	398

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 $3.38T AUM 44.17% 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

KWMG LLC's ZION Position: Q4 2018 in Review

KWMG LLC sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 75 shares — an estimated $4K sold.

KWMG LLC first reported a position in ZION in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

KWMG LLC reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
KWMG LLC sold 75 Zions Bancorporation shares in Q4 2018, an estimated $4K.
KWMG LLC first reported a position in Zions Bancorporation in Q2 2018 and held it in 2 quarters.
KWMG LLC's Zions Bancorporation position peaked at $4K in Q3 2018.
519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on KWMG LLC's 13F filing for Q4 2018, filed 12 Feb 2019.