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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return