WealthTrust-Arizona’s Zions Bancorporation ZION Stock Holding History

WealthTrust-Arizona’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	$49K	Hold	1,204	–	–	0.03%	153
2018 Q3	$60K	Hold	1,204	–	–	0.03%	145
2018 Q2	$63K	Hold	1,204	–	–	0.03%	126
2018 Q1	$63K	Hold	1,204	–	–	0.03%	131
2017 Q4	$61K	Hold	1,204	–	–	0.03%	147
2017 Q3	$57K	Hold	1,204	–	–	0.03%	148
2017 Q2	$53K	Sell	1,204 -130	-10%	-$5.35K	0.03%	152
2017 Q1	$56K	Sell	1,334 -938	-41%	-$40.7K	0.03%	143
2016 Q4	$98K	Buy	2,272 +1,072	+89%	+$39.5K	0.06%	93
2016 Q3	$37K	Hold	1,200	–	–	0.02%	179
2016 Q2	$30K	Hold	1,200	–	–	0.02%	194
2016 Q1	$29K	Hold	1,200	–	–	0.02%	194
2015 Q4	$33K	Hold	1,200	–	–	0.02%	193
2015 Q3	$33K	Hold	1,200	–	–	0.02%	199
2015 Q2	$38K	Hold	1,200	–	–	0.02%	193
2015 Q1	$32K	Hold	1,200	–	–	0.02%	208
2014 Q4	$34K	Hold	1,200	–	–	0.03%	196
2014 Q3	$35K	Hold	1,200	–	–	0.04%	202
2014 Q2	$35K	Hold	1,200	–	–	0.04%	212
2014 Q1	$37K	Hold	1,200	–	–	0.04%	200
2013 Q4	$36K	Hold	1,200	–	–	0.04%	183
2013 Q3	$33K	Hold	1,200	–	–	0.04%	184
2013 Q2	$35K	Buy	+1,200	New	+$31.4K	0.05%	164

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthTrust-Arizona's ZION Position: Q4 2018 in Review

WealthTrust-Arizona held its Zions Bancorporation (ZION) position steady in Q4 2018 at 1,204 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #153.

WealthTrust-Arizona first reported a position in ZION in Q2 2013 and has held it in 23 quarters since. The position peaked at $98K in Q4 2016. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

WealthTrust-Arizona held 1,204 shares of Zions Bancorporation worth $49K as of Q4 2018.
WealthTrust-Arizona left its Zions Bancorporation share count unchanged in Q4 2018.
Zions Bancorporation made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #153 holding.
WealthTrust-Arizona first reported a position in Zions Bancorporation in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Zions Bancorporation position peaked at $98K in Q4 2016.
519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.