US Financial Advisors’s Zions Bancorporation ZION Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-461	Closed	-$11K	–	413
2016 Q1	$11K	Hold	461	–	–	0.02%	208
2015 Q4	$13K	Hold	461	–	–	0.01%	291
2015 Q3	$13K	Hold	461	–	–	0.02%	244
2015 Q2	$15K	Hold	461	–	–	0.01%	207
2015 Q1	$12K	Hold	461	–	–	0.01%	251
2014 Q4	$13K	Buy	+461	New	+$13K	0.01%	227

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return

US Financial Advisors's ZION Position: Q2 2016 in Review

US Financial Advisors sold out of Zions Bancorporation (ZION) in Q2 2016, closing a stake of 461 shares — an estimated $11K sold.

US Financial Advisors first reported a position in ZION in Q4 2014 and held it in 6 quarters. The position peaked at $15K in Q2 2015. 346 funds tracked by Wall St. Rank hold ZION as of Q2 2016.

US Financial Advisors reported no remaining Zions Bancorporation position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 461 Zions Bancorporation shares in Q2 2016, an estimated $11K.
US Financial Advisors first reported a position in Zions Bancorporation in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Zions Bancorporation position peaked at $15K in Q2 2015.
346 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.