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Whitener Capital Management’s Zions Bancorporation ZION Stock Holding History

Whitener Capital 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
2019
Q3 		– Sell
-83
Closed -$3K – 521
2019
Q2 		$3K Buy
83
+1
+1% +$46 ﹤0.01% 425
2019
Q1 		$3K Buy
+82
New +$3.91K ﹤0.01% 417
2018
Q4 		– Sell
-101
Closed -$5K – 477
2018
Q3 		$5K Buy
+101
New +$5.33K ﹤0.01% 382
2018
Q2 		– Sell
-100
Closed -$5K – 430
2018
Q1 		$5K Hold
100
– – ﹤0.01% 389
2017
Q4 		$5K Buy
+100
New +$4.79K ﹤0.01% 372

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whitener Capital Management's ZION Position: Q3 2019 in Review

Whitener Capital Management sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 83 shares — an estimated $3K sold.

Whitener Capital Management first reported a position in ZION in Q4 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • Whitener Capital Management reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Whitener Capital Management sold 83 Zions Bancorporation shares in Q3 2019, an estimated $3K.
  • Whitener Capital Management first reported a position in Zions Bancorporation in Q4 2017 and held it in 5 quarters.
  • Whitener Capital Management's Zions Bancorporation position peaked at $5K in Q3 2018.
  • 442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Whitener Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.