Sheets Smith Wealth Management’s Zions Bancorporation ZION Stock Holding History

Sheets Smith Wealth Management’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 Q2	–	Sell	-30,561	Closed	-$1.61M	–	338
2018 Q1	$1.61M	Sell	30,561 -627	-2%	-$33.7K	0.39%	70
2017 Q4	$1.58M	Buy	31,188 +414	+1%	+$19.8K	0.37%	76
2017 Q3	$1.45M	Sell	30,774 -420	-1%	-$18.7K	0.37%	75
2017 Q2	$1.37M	Sell	31,194 -1,774	-5%	-$73K	0.36%	80
2017 Q1	$1.39M	Sell	32,968 -392	-1%	-$17K	0.37%	81
2016 Q4	$1.44M	Buy	33,360 +5,687	+21%	+$210K	0.4%	72
2016 Q3	$858K	Buy	+27,673	New	+$786K	0.24%	125

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sheets Smith Wealth Management's ZION Position: Q2 2018 in Review

Sheets Smith Wealth Management sold out of Zions Bancorporation (ZION) in Q2 2018, closing a stake of 30,561 shares — an estimated $1.61M sold.

Sheets Smith Wealth Management first reported a position in ZION in Q3 2016 and held it in 7 quarters. The position peaked at $1.61M in Q1 2018. 540 funds tracked by Wall St. Rank hold ZION as of Q2 2018.

Sheets Smith Wealth Management reported no remaining Zions Bancorporation position as of Q2 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 30,561 Zions Bancorporation shares in Q2 2018, an estimated $1.61M.
Sheets Smith Wealth Management first reported a position in Zions Bancorporation in Q3 2016 and held it in 7 quarters.
Sheets Smith Wealth Management's Zions Bancorporation position peaked at $1.61M in Q1 2018.
540 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.