ZTNA
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Zions Trust National Association’s America Movil AMX Stock Holding History

Zions Trust National Association’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$4K – 192
2014
Q1 		$4K Hold
200
– – 0.01% 204
2013
Q4 		$5K Buy
+200
New +$4.36K 0.01% 191

Other funds holding AMX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zions Trust National Association's AMX Position: Q2 2014 in Review

Zions Trust National Association sold out of America Movil (AMX) in Q2 2014, closing a stake of 200 shares — an estimated $4K sold.

Zions Trust National Association first reported a position in AMX in Q4 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 310 funds tracked by Wall St. Rank hold AMX as of Q2 2014.

  • Zions Trust National Association reported no remaining America Movil position as of Q2 2014 after selling out during the quarter.
  • Zions Trust National Association sold 200 America Movil shares in Q2 2014, an estimated $4K.
  • Zions Trust National Association first reported a position in America Movil in Q4 2013 and held it in 2 quarters.
  • Zions Trust National Association's America Movil position peaked at $5K in Q4 2013.
  • 310 funds tracked by Wall St. Rank held America Movil as of Q2 2014.

Based on Zions Trust National Association's 13F filing for Q2 2014, filed 21 Jul 2014.