WWM
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Willingdon Wealth Management’s Zions Bancorporation ZION Stock Holding History

Willingdon Wealth 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
Q4 		– Sell
-32
Closed -$1K – 553
2019
Q3 		$1K Buy
+32
New +$1.38K ﹤0.01% 485

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Willingdon Wealth Management's ZION Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Zions Bancorporation (ZION) in Q4 2019, closing a stake of 32 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in ZION in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 475 funds tracked by Wall St. Rank hold ZION as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Zions Bancorporation position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 32 Zions Bancorporation shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Zions Bancorporation in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Zions Bancorporation position peaked at $1K in Q3 2019.
  • 475 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.