Private Capital Group’s Zions Bancorporation ZION Stock Holding History

Private Capital Group’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
2020 Q1	–	Sell	-1,354	Closed	-$70K	–	2163
2019 Q4	$70K	Sell	1,354 -304	-18%	-$14.8K	0.01%	584
2019 Q3	$74K	Buy	1,658 +1,185	+251%	+$51.2K	0.01%	602
2019 Q2	$25K	Sell	473 -694	-59%	-$32.1K	0.01%	976
2019 Q1	$53K	Buy	1,167 +893	+326%	+$42.6K	0.01%	742
2018 Q4	$11K	Sell	274 -199	-42%	-$9.28K	﹤0.01%	1361
2018 Q3	$23K	Hold	473	–	–	﹤0.01%	1092
2018 Q2	$24K	Sell	473 -25	-5%	-$1.38K	0.01%	1035
2018 Q1	$26K	Sell	498 -404	-45%	-$21.7K	0.01%	968
2017 Q4	$46K	Buy	+902	New	+$43.2K	0.01%	733

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 $3.37T AUM 44.26% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Capital Group's ZION Position: Q1 2020 in Review

Private Capital Group sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 1,354 shares — an estimated $70K sold.

Private Capital Group first reported a position in ZION in Q4 2017 and held it in 9 quarters. The position peaked at $74K in Q3 2019. 419 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

Private Capital Group reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
Private Capital Group sold 1,354 Zions Bancorporation shares in Q1 2020, an estimated $70K.
Private Capital Group first reported a position in Zions Bancorporation in Q4 2017 and held it in 9 quarters.
Private Capital Group's Zions Bancorporation position peaked at $74K in Q3 2019.
419 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on Private Capital Group's 13F filing for Q1 2020, filed 7 May 2020.