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Ladenburg Thalmann Financial Services’s Zions Bancorporation ZION Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.04M Sell
20,060
-3,840
-16% -$186K 0.01% 1261
2019
Q3 		$1.06M Sell
23,900
-10,205
-30% -$441K 0.01% 1206
2019
Q2 		$1.57M Sell
34,105
-1,143
-3% -$52.9K 0.01% 923
2019
Q1 		$1.58M Buy
35,248
+4,157
+13% +$198K 0.01% 898
2018
Q4 		$1.27M Buy
31,091
+5,521
+22% +$257K 0.01% 898
2018
Q3 		$1.28M Buy
25,570
+2,076
+9% +$110K 0.01% 967
2018
Q2 		$1.24M Hold
23,494
– – 0.01% 937
2018
Q1 		$1.24M Buy
23,494
+2,559
+12% +$138K 0.01% 937
2017
Q4 		$1.06M Buy
20,935
+10,955
+110% +$525K 0.01% 1032
2017
Q3 		$471K Sell
9,980
-369
-4% -$16.4K 0.01% 1514
2017
Q2 		$455K Buy
10,349
+5,023
+94% +$207K 0.01% 1446
2017
Q1 		$224K Buy
5,326
+832
+19% +$36.1K ﹤0.01% 1827
2016
Q4 		$194K Buy
4,494
+124
+3% +$4.57K ﹤0.01% 1849
2016
Q3 		$137K Sell
4,370
-6,478
-60% -$184K ﹤0.01% 2026
2016
Q2 		$287K Sell
10,848
-3,682
-25% -$97.7K ﹤0.01% 1444
2016
Q1 		$337K Buy
14,530
+4,648
+47% +$107K 0.01% 1262
2015
Q4 		$270K Sell
9,882
-1,767
-15% -$50.7K 0.01% 1376
2015
Q3 		$321K Sell
11,649
-7
-0.1% -$208 0.01% 1194
2015
Q2 		$369K Buy
11,656
+3,724
+47% +$110K 0.01% 1214
2015
Q1 		$214K Sell
7,932
-510
-6% -$13.4K ﹤0.01% 1528
2014
Q4 		$238K Buy
8,442
+4,281
+103% +$121K 0.01% 1307
2014
Q3 		$121K Sell
4,161
-53
-1% -$1.54K ﹤0.01% 1497
2014
Q2 		$124K Buy
4,214
+1,949
+86% +$57.3K ﹤0.01% 1463
2014
Q1 		$70K Sell
2,265
-1,008
-31% -$30.6K ﹤0.01% 1733
2013
Q4 		$98K Buy
3,273
+1
+0% +$29 ﹤0.01% 1491
2013
Q3 		$92K Sell
3,272
-101
-3% -$2.95K ﹤0.01% 1442
2013
Q2 		$99K Buy
+3,373
New +$88.2K ﹤0.01% 1320

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ZION Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Zions Bancorporation (ZION) stake by 16% in Q4 2019, selling an estimated $186K and leaving 20,060 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1261.

Ladenburg Thalmann Financial Services first reported a position in ZION in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.58M in Q1 2019. 474 funds tracked by Wall St. Rank hold ZION as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 20,060 shares of Zions Bancorporation worth $1.04M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 3,840 Zions Bancorporation shares in Q4 2019, an estimated $186K.
  • Zions Bancorporation made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1261 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Zions Bancorporation in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Zions Bancorporation position peaked at $1.58M in Q1 2019.
  • 474 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.