Mesirow Financial Investment Management - Fixed Income’s Zions Bancorporation ZION Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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 Q3	–	Sell	-24,125	Closed	-$1.27M	–	124
2018 Q2	$1.27M	Sell	24,125 -85	-0.4%	-$4.69K	0.12%	103
2018 Q1	$1.28M	Sell	24,210 -5,930	-20%	-$319K	0.13%	99
2017 Q4	$1.53M	Buy	30,140 +95	+0.3%	+$4.55K	0.11%	95
2017 Q3	$1.42M	Buy	30,045 +3,770	+14%	+$168K	0.09%	103
2017 Q2	$1.15M	Sell	26,275 -10,910	-29%	-$449K	0.08%	106
2017 Q1	$1.56M	Sell	37,185 -5,065	-12%	-$220K	0.1%	87
2016 Q4	$1.82M	Sell	42,250 -13,475	-24%	-$496K	0.11%	80
2016 Q3	$1.73M	Buy	+55,725	New	+$1.58M	0.1%	97

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 $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's ZION Position: Q3 2018 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Zions Bancorporation (ZION) in Q3 2018, closing a stake of 24,125 shares — an estimated $1.27M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in ZION in Q3 2016 and held it in 8 quarters. The position peaked at $1.82M in Q4 2016. 522 funds tracked by Wall St. Rank hold ZION as of Q3 2018.

Mesirow Financial Investment Management - Fixed Income reported no remaining Zions Bancorporation position as of Q3 2018 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 24,125 Zions Bancorporation shares in Q3 2018, an estimated $1.27M.
Mesirow Financial Investment Management - Fixed Income first reported a position in Zions Bancorporation in Q3 2016 and held it in 8 quarters.
Mesirow Financial Investment Management - Fixed Income's Zions Bancorporation position peaked at $1.82M in Q4 2016.
522 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2018.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q3 2018, filed 29 Oct 2018.