ZTNA
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Zions Trust National Association’s Ameriprise Financial AMP Stock Holding History

Zions Trust National Association’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-134
Closed -$12K – 205
2013
Q3 		$12K Hold
134
– – 0.02% 145
2013
Q2 		$11K Buy
+134
New +$10.4K 0.02% 146

Other funds holding AMP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Zions Trust National Association's AMP Position: Q4 2013 in Review

Zions Trust National Association sold out of Ameriprise Financial (AMP) in Q4 2013, closing a stake of 134 shares — an estimated $12K sold.

Zions Trust National Association first reported a position in AMP in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2013. 580 funds tracked by Wall St. Rank hold AMP as of Q4 2013.

  • Zions Trust National Association reported no remaining Ameriprise Financial position as of Q4 2013 after selling out during the quarter.
  • Zions Trust National Association sold 134 Ameriprise Financial shares in Q4 2013, an estimated $12K.
  • Zions Trust National Association first reported a position in Ameriprise Financial in Q2 2013 and held it in 2 quarters.
  • Zions Trust National Association's Ameriprise Financial position peaked at $12K in Q3 2013.
  • 580 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2013.

Based on Zions Trust National Association's 13F filing for Q4 2013, filed 21 Jan 2014.