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RWA Wealth Partners’s Zions Bancorporation ZION Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-64
Closed -$3K – 718
2018
Q2 		$3K Hold
64
– – ﹤0.01% 733
2018
Q1 		$3K Buy
+64
New +$3.44K ﹤0.01% 538

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RWA Wealth Partners's ZION Position: Q3 2018 in Review

RWA Wealth Partners sold out of Zions Bancorporation (ZION) in Q3 2018, closing a stake of 64 shares — an estimated $3K sold.

RWA Wealth Partners first reported a position in ZION in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 522 funds tracked by Wall St. Rank hold ZION as of Q3 2018.

  • RWA Wealth Partners reported no remaining Zions Bancorporation position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 64 Zions Bancorporation shares in Q3 2018, an estimated $3K.
  • RWA Wealth Partners first reported a position in Zions Bancorporation in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Zions Bancorporation position peaked at $3K in Q2 2018.
  • 522 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.