Salient Private Client’s Zions Bancorporation ZION Stock Holding History

Salient Private Client’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	$515K	Hold	10,276	–	–	0.1%	90
2018 Q2	$541K	Hold	10,276	–	–	0.09%	103
2018 Q1	$542K	Hold	10,276	–	–	0.1%	106
2017 Q4	$522K	Buy	+10,276	New	+$492K	0.11%	87

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Salient Private Client's ZION Position: Q3 2018 in Review

Salient Private Client held its Zions Bancorporation (ZION) position steady in Q3 2018 at 10,276 shares worth $515K. The position accounts for 0.1% of the portfolio, ranked #90.

Salient Private Client first reported a position in ZION in Q4 2017 and has held it in 4 quarters since. The position peaked at $542K in Q1 2018. 521 funds tracked by Wall St. Rank hold ZION as of Q3 2018.

Salient Private Client held 10,276 shares of Zions Bancorporation worth $515K as of Q3 2018.
Salient Private Client left its Zions Bancorporation share count unchanged in Q3 2018.
Zions Bancorporation made up 0.1% of Salient Private Client's portfolio in Q3 2018, its #90 holding.
Salient Private Client first reported a position in Zions Bancorporation in Q4 2017 and has held it in 4 quarters since.
Salient Private Client's Zions Bancorporation position peaked at $542K in Q1 2018.
521 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.