Watermark Asset Management’s Zions Bancorporation ZION Stock Holding History

Watermark Asset 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 Q4	$1K	Hold	33	–	–	﹤0.01%	268
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	221
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	224
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	228
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	242
2017 Q3	$2K	Hold	33	–	–	﹤0.01%	234
2017 Q2	$1K	Hold	33	–	–	﹤0.01%	251
2017 Q1	$1K	Buy	+33	New	+$1.43K	﹤0.01%	248

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Watermark Asset Management's ZION Position: Q4 2018 in Review

Watermark Asset Management held its Zions Bancorporation (ZION) position steady in Q4 2018 at 33 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Watermark Asset Management first reported a position in ZION in Q1 2017 and has held it in 8 quarters since. The position peaked at $2K in Q3 2018. 518 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

Watermark Asset Management held 33 shares of Zions Bancorporation worth $1K as of Q4 2018.
Watermark Asset Management left its Zions Bancorporation share count unchanged in Q4 2018.
Zions Bancorporation made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #268 holding.
Watermark Asset Management first reported a position in Zions Bancorporation in Q1 2017 and has held it in 8 quarters since.
Watermark Asset Management's Zions Bancorporation position peaked at $2K in Q3 2018.
518 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.