RCAG
ZION icon

Rehmann Capital Advisory Group’s Zions Bancorporation ZION Stock Holding History

Rehmann Capital Advisory 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
2019
Q3 		$151K Buy
3,388
+225
+7% +$9.72K 0.02% 363
2019
Q2 		$145K Buy
3,163
+13
+0.4% +$601 0.02% 501
2019
Q1 		$143K Sell
3,150
-15
-0.5% -$716 0.02% 491
2018
Q4 		$129K Buy
3,165
+2,884
+1,026% +$134K 0.02% 337
2018
Q3 		$14.1K Hold
281
– – ﹤0.01% 1240
2018
Q2 		$14.8K Hold
281
– – ﹤0.01% 1201
2018
Q1 		$15K Buy
+281
New +$15.1K ﹤0.01% 1179

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return