USCA RIA’s Zions Bancorporation ZION Stock Holding History

USCA RIA’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
2020 Q1	–	Sell	-4,057	Closed	-$211K	–	492
2019 Q4	$211K	Buy	+4,057	New	+$197K	0.02%	437

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 $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USCA RIA's ZION Position: Q1 2020 in Review

USCA RIA sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 4,057 shares — an estimated $211K sold.

USCA RIA first reported a position in ZION in Q4 2019 and held it in 1 quarter. The position peaked at $211K in Q4 2019. 419 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

USCA RIA reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
USCA RIA sold 4,057 Zions Bancorporation shares in Q1 2020, an estimated $211K.
USCA RIA first reported a position in Zions Bancorporation in Q4 2019 and held it in 1 quarter.
USCA RIA's Zions Bancorporation position peaked at $211K in Q4 2019.
419 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.