WCA
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Waratah Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Waratah Capital 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
2017
Q4 		– Sell
-26,700
Closed -$1.26M – 159
2017
Q3 		$1.26M Buy
26,700
+2,910
+12% +$129K 0.16% 74
2017
Q2 		$1.04M Buy
23,790
+5,790
+32% +$238K 0.15% 110
2017
Q1 		$756K Sell
18,000
-14,700
-45% -$639K 0.1% 120
2016
Q4 		$1.41M Buy
+32,700
New +$1.2M 0.21% 72

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Invesco
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State Street
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American Century Companies
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
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Thrivent Financial for Lutherans
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TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return