Pin Oak Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Pin Oak Investment 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
2019 Q2	–	Sell	-600	Closed	-$27K	–	486
2019 Q1	$27K	Hold	600	–	–	0.02%	225
2018 Q4	$24K	Hold	600	–	–	0.02%	229
2018 Q3	$30K	Hold	600	–	–	0.02%	226
2018 Q2	$32K	Hold	600	–	–	0.02%	226
2018 Q1	$32K	Hold	600	–	–	0.03%	228
2017 Q4	$30K	Buy	+600	New	+$28.7K	0.02%	239

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pin Oak Investment Advisors's ZION Position: Q2 2019 in Review

Pin Oak Investment Advisors sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 600 shares — an estimated $27K sold.

Pin Oak Investment Advisors first reported a position in ZION in Q4 2017 and held it in 6 quarters. The position peaked at $32K in Q2 2018. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

Pin Oak Investment Advisors reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
Pin Oak Investment Advisors sold 600 Zions Bancorporation shares in Q2 2019, an estimated $27K.
Pin Oak Investment Advisors first reported a position in Zions Bancorporation in Q4 2017 and held it in 6 quarters.
Pin Oak Investment Advisors's Zions Bancorporation position peaked at $32K in Q2 2018.
501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.