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Wealthfront’s Zions Bancorporation ZION Stock Holding History

Wealthfront’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
Q3 		$887K Sell
17,684
-494
-3% -$26.1K 0.01% 281
2018
Q2 		$958K Sell
18,178
-1,738
-9% -$95.9K 0.01% 258
2018
Q1 		$1.05M Buy
19,916
+866
+5% +$46.6K 0.01% 247
2017
Q4 		$968K Sell
19,050
-9,638
-34% -$462K 0.01% 231
2017
Q3 		$1.35M Buy
28,688
+19,211
+203% +$855K 0.02% 144
2017
Q2 		$416K Buy
9,477
+2,923
+45% +$120K 0.01% 310
2017
Q1 		$275K Buy
6,554
+246
+4% +$10.7K ﹤0.01% 353
2016
Q4 		$271K Buy
+6,308
New +$232K 0.01% 311
2015
Q4 		– Sell
-4,165
Closed -$115K – 1104
2015
Q3 		$115K Buy
4,165
+1,779
+75% +$52.7K ﹤0.01% 379
2015
Q2 		$76K Buy
2,386
+442
+23% +$13K ﹤0.01% 452
2015
Q1 		$52K Buy
1,944
+859
+79% +$22.5K ﹤0.01% 477
2014
Q4 		$31K Buy
1,085
+257
+31% +$7.25K ﹤0.01% 521
2014
Q3 		$24K Buy
828
+179
+28% +$5.2K ﹤0.01% 498
2014
Q2 		$19K Sell
649
-148
-19% -$4.35K ﹤0.01% 493
2014
Q1 		$25K Buy
+797
New +$24.2K ﹤0.01% 396

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthfront's ZION Position: Q3 2018 in Review

Wealthfront reduced its Zions Bancorporation (ZION) stake by 2.7% in Q3 2018, selling an estimated $26.1K and leaving 17,684 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #281.

Wealthfront first reported a position in ZION in Q1 2014 and has held it in 15 quarters since. The position peaked at $1.35M in Q3 2017. 522 funds tracked by Wall St. Rank hold ZION as of Q3 2018.

  • Wealthfront held 17,684 shares of Zions Bancorporation worth $887K as of Q3 2018.
  • Wealthfront sold 494 Zions Bancorporation shares in Q3 2018, an estimated $26.1K.
  • Zions Bancorporation made up 0.01% of Wealthfront's portfolio in Q3 2018, its #281 holding.
  • Wealthfront first reported a position in Zions Bancorporation in Q1 2014 and has held it in 15 quarters since.
  • Wealthfront's Zions Bancorporation position peaked at $1.35M in Q3 2017.
  • 522 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.