Redwood Investments’s Zions Bancorporation ZION Stock Holding History

Redwood Investments’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 Q1	–	Sell	-5,776	Closed	-$235K	–	143
2018 Q4	$235K	Sell	5,776 -170,806	-97%	-$7.96M	0.02%	120
2018 Q3	$8.86M	Sell	176,582 -19,745	-10%	-$1.04M	0.69%	76
2018 Q2	$10.3M	Sell	196,327 -23,448	-11%	-$1.29M	0.71%	67
2018 Q1	$11.6M	Sell	219,775 -16,396	-7%	-$882K	0.83%	57
2017 Q4	$12M	Sell	236,171 -7,841	-3%	-$376K	0.85%	58
2017 Q3	$11.5M	Sell	244,012 -76,803	-24%	-$3.42M	1.31%	14
2017 Q2	$14.1M	Sell	320,815 -49,320	-13%	-$2.03M	1.42%	14
2017 Q1	$15.5M	Sell	370,135 -56,329	-13%	-$2.45M	1.54%	13
2016 Q4	$18.4M	Sell	426,464 -111,099	-21%	-$4.09M	1.66%	14
2016 Q3	$16.7M	Buy	+537,563	New	+$15.3M	1.28%	28

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

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

Redwood Investments's ZION Position: Q1 2019 in Review

Redwood Investments sold out of Zions Bancorporation (ZION) in Q1 2019, closing a stake of 5,776 shares — an estimated $235K sold.

Redwood Investments first reported a position in ZION in Q3 2016 and held it in 10 quarters. The position peaked at $18.4M in Q4 2016. 554 funds tracked by Wall St. Rank hold ZION as of Q1 2019.

Redwood Investments reported no remaining Zions Bancorporation position as of Q1 2019 after selling out during the quarter.
Redwood Investments sold 5,776 Zions Bancorporation shares in Q1 2019, an estimated $235K.
Redwood Investments first reported a position in Zions Bancorporation in Q3 2016 and held it in 10 quarters.
Redwood Investments's Zions Bancorporation position peaked at $18.4M in Q4 2016.
554 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2019.

Based on Redwood Investments's 13F filing for Q1 2019, filed 7 May 2019.