ZTNA
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Zions Trust National Association’s Affiliated Managers Group AMG Stock Holding History

Zions Trust National Association’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-55
Closed -$11K – 172
2014
Q3 		$11K Hold
55
– – 0.02% 202
2014
Q2 		$11K Hold
55
– – 0.02% 164
2014
Q1 		$11K Hold
55
– – 0.02% 173
2013
Q4 		$12K Buy
+55
New +$11K 0.02% 161

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Zions Trust National Association sold out of Affiliated Managers Group (AMG) in Q4 2014, closing a stake of 55 shares — an estimated $11K sold.

Zions Trust National Association first reported a position in AMG in Q4 2013 and held it in 4 quarters. The position peaked at $12K in Q4 2013. 477 funds tracked by Wall St. Rank hold AMG as of Q4 2014.

  • Zions Trust National Association reported no remaining Affiliated Managers Group position as of Q4 2014 after selling out during the quarter.
  • Zions Trust National Association sold 55 Affiliated Managers Group shares in Q4 2014, an estimated $11K.
  • Zions Trust National Association first reported a position in Affiliated Managers Group in Q4 2013 and held it in 4 quarters.
  • Zions Trust National Association's Affiliated Managers Group position peaked at $12K in Q4 2013.
  • 477 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2014.

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