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Westside Investment Management’s Zions Bancorporation ZION Stock Holding History

Westside Investment 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 		– Sell
-234
Closed -$11.6K – 818
2018
Q3 		$11.6K Sell
234
-44
-16% -$2.32K ﹤0.01% 466
2018
Q2 		$14.7K Sell
278
-23
-8% -$1.27K 0.01% 471
2018
Q1 		$15.5K Buy
301
+27
+10% +$1.45K 0.01% 441
2017
Q4 		$13.9K Hold
274
– – 0.01% 489
2017
Q3 		$13K Hold
274
– – 0.01% 488
2017
Q2 		$12.2K Buy
274
+24
+10% +$988 0.01% 488
2017
Q1 		$10.3K Hold
250
– – ﹤0.01% 496
2016
Q4 		$11K Buy
+250
New +$9.21K 0.01% 376

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Westside Investment Management's ZION Position: Q4 2018 in Review

Westside Investment Management sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 234 shares — an estimated $11.6K sold.

Westside Investment Management first reported a position in ZION in Q4 2016 and held it in 8 quarters. The position peaked at $15.5K in Q1 2018. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

  • Westside Investment Management reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 234 Zions Bancorporation shares in Q4 2018, an estimated $11.6K.
  • Westside Investment Management first reported a position in Zions Bancorporation in Q4 2016 and held it in 8 quarters.
  • Westside Investment Management's Zions Bancorporation position peaked at $15.5K in Q1 2018.
  • 519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.