OFG
ZIONW

OTA Financial Group’s Zions Bancorporation N.A. Warrants ZIONW Stock Holding History

OTA Financial Group’s Portfolio ZIONW Stock Details ZIONW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-507,021
Closed -$9.89M – 85
2019
Q4 		$9.89M Buy
507,021
+235,349
+87% +$3.79M 6.73% 5
2019
Q3 		$3.21M Buy
271,672
+39,209
+17% +$420K 2.64% 8
2019
Q2 		$3.09M Buy
232,463
+87,975
+61% +$1.23M 2.41% 8
2019
Q1 		$1.88M Sell
144,488
-5,597
-4% -$86.6K 1.61% 14
2018
Q4 		$1.41M Sell
150,085
-83,389
-36% -$1.23M 0.66% 15
2018
Q3 		$4.74M Hold
233,474
– – 1.96% 7
2018
Q2 		$4.74M Buy
233,474
+95,202
+69% +$2.15M 1.81% 8
2018
Q1 		$2.81M Buy
138,272
+109,428
+379% +$2.32M 0.94% 15
2017
Q4 		$540K Buy
+28,844
New +$465K 0.22% 40

Other funds holding ZIONW

Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $1.8B AUM 59.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return