Plante Moran Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-103	Closed	-$5K	–	989
2018 Q1	$5K	Buy	+103	New	+$5.54K	﹤0.01%	738
2014 Q3	–	Sell	-89	Closed	-$3K	–	863
2014 Q2	$3K	Hold	89	–	–	﹤0.01%	738
2014 Q1	$3K	Sell	89 -778	-90%	-$23.6K	﹤0.01%	540
2013 Q4	$26K	Buy	867 +778	+874%	+$22.4K	0.01%	319
2013 Q3	$2K	Buy	89 +21	+31%	+$613	﹤0.01%	572
2013 Q2	$2K	Buy	+68	New	+$1.78K	﹤0.01%	554

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Plante Moran Financial Advisors's ZION Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Zions Bancorporation (ZION) in Q2 2018, closing a stake of 103 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in ZION in Q2 2013 and held it in 6 quarters. The position peaked at $26K in Q4 2013. 540 funds tracked by Wall St. Rank hold ZION as of Q2 2018.

Plante Moran Financial Advisors reported no remaining Zions Bancorporation position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 103 Zions Bancorporation shares in Q2 2018, an estimated $5K.
Plante Moran Financial Advisors first reported a position in Zions Bancorporation in Q2 2013 and held it in 6 quarters.
Plante Moran Financial Advisors's Zions Bancorporation position peaked at $26K in Q4 2013.
540 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.