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Omnia Family Wealth’s Zions Bancorporation ZION Stock Holding History

Omnia Family Wealth’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
2017
Q4 		– Sell
-113
Closed -$5K – 644
2017
Q3 		$5K Hold
113
– – ﹤0.01% 352
2017
Q2 		$5K Hold
113
– – ﹤0.01% 425
2017
Q1 		$5K Hold
113
– – ﹤0.01% 411
2016
Q4 		$5K Buy
+113
New +$4.16K ﹤0.01% 401

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Omnia Family Wealth's ZION Position: Q4 2017 in Review

Omnia Family Wealth sold out of Zions Bancorporation (ZION) in Q4 2017, closing a stake of 113 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in ZION in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q3 2017. 502 funds tracked by Wall St. Rank hold ZION as of Q4 2017.

  • Omnia Family Wealth reported no remaining Zions Bancorporation position as of Q4 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 113 Zions Bancorporation shares in Q4 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in Zions Bancorporation in Q4 2016 and held it in 4 quarters.
  • Omnia Family Wealth's Zions Bancorporation position peaked at $5K in Q3 2017.
  • 502 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.