Zions Trust National Association’s Aflac AFL Stock Holding History

Zions Trust National Association’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-600	Closed	-$17K	–	171
2014 Q3	$17K	Sell	600 -200	-25%	-$6.09K	0.02%	167
2014 Q2	$25K	Buy	800 +10	+1%	+$312	0.04%	130
2014 Q1	$25K	Buy	790 +600	+316%	+$19.1K	0.04%	133
2013 Q4	$6K	Buy	+190	New	+$6.23K	0.01%	181

Other funds holding AFL

Norges Bank Oslo, Norway $1T AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zions Trust National Association's AFL Position: Q4 2014 in Review

Zions Trust National Association sold out of Aflac (AFL) in Q4 2014, closing a stake of 600 shares — an estimated $17K sold.

Zions Trust National Association first reported a position in AFL in Q4 2013 and held it in 4 quarters. The position peaked at $25K in Q2 2014. 779 funds tracked by Wall St. Rank hold AFL as of Q4 2014.

Zions Trust National Association reported no remaining Aflac position as of Q4 2014 after selling out during the quarter.
Zions Trust National Association sold 600 Aflac shares in Q4 2014, an estimated $17K.
Zions Trust National Association first reported a position in Aflac in Q4 2013 and held it in 4 quarters.
Zions Trust National Association's Aflac position peaked at $25K in Q2 2014.
779 funds tracked by Wall St. Rank held Aflac as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.