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WFG Advisors’s Zions Bancorporation ZION Stock Holding History

WFG 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
Q2 		$0 Hold
1
– – ﹤0.01% 1687
2017
Q1 		$0 Hold
1
– – ﹤0.01% 1686
2016
Q4 		$0 Hold
1
– – ﹤0.01% 1754
2016
Q3 		$0 Hold
1
– – ﹤0.01% 1710
2016
Q2 		$0 Hold
1
– – ﹤0.01% 1712
2016
Q1 		$0 Buy
+1
New +$23 ﹤0.01% 1704
2015
Q1 		– Sell
-14
Closed – – 2108
2014
Q4 		$0 Buy
+14
New +$395 ﹤0.01% 2259

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WFG Advisors's ZION Position: Q2 2017 in Review

WFG Advisors held its Zions Bancorporation (ZION) position steady in Q2 2017 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

WFG Advisors first reported a position in ZION in Q4 2014 and has held it in 7 quarters since. 451 funds tracked by Wall St. Rank hold ZION as of Q2 2017.

  • WFG Advisors held 1 share of Zions Bancorporation worth $0 as of Q2 2017.
  • WFG Advisors left its Zions Bancorporation share count unchanged in Q2 2017.
  • Zions Bancorporation made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1687 holding.
  • WFG Advisors first reported a position in Zions Bancorporation in Q4 2014 and has held it in 7 quarters since.
  • 451 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.