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One Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

One Wealth Advisors’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
Q1 		– Sell
-10,291
Closed -$523K – 597
2017
Q4 		$523K Buy
+10,291
New +$493K 0.43% 30

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

One Wealth Advisors's ZION Position: Q1 2018 in Review

One Wealth Advisors sold out of Zions Bancorporation (ZION) in Q1 2018, closing a stake of 10,291 shares — an estimated $523K sold.

One Wealth Advisors first reported a position in ZION in Q4 2017 and held it in 1 quarter. The position peaked at $523K in Q4 2017. 535 funds tracked by Wall St. Rank hold ZION as of Q1 2018.

  • One Wealth Advisors reported no remaining Zions Bancorporation position as of Q1 2018 after selling out during the quarter.
  • One Wealth Advisors sold 10,291 Zions Bancorporation shares in Q1 2018, an estimated $523K.
  • One Wealth Advisors first reported a position in Zions Bancorporation in Q4 2017 and held it in 1 quarter.
  • One Wealth Advisors's Zions Bancorporation position peaked at $523K in Q4 2017.
  • 535 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2018.

Based on One Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.