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Zions Trust National Association’s Boeing BA Stock Holding History

Zions Trust National Association’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$240K Sell
1,846
-360
-16% -$45.6K 0.35% 32
2014
Q3 		$281K Hold
2,206
– – 0.39% 31
2014
Q2 		$281K Hold
2,206
– – 0.39% 31
2014
Q1 		$277K Hold
2,206
– – 0.39% 30
2013
Q4 		$301K Buy
2,206
+60
+3% +$7.8K 0.41% 30
2013
Q3 		$252K Hold
2,146
– – 0.37% 32
2013
Q2 		$220K Buy
+2,146
New +$204K 0.31% 35

Other funds holding BA

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Zions Trust National Association reduced its Boeing (BA) stake by 16% in Q4 2014, selling an estimated $45.6K and leaving 1,846 shares worth $240K. The position accounts for 0.35% of the portfolio, ranked #32.

Zions Trust National Association first reported a position in BA in Q2 2013 and has held it in 7 quarters since. The position peaked at $301K in Q4 2013. 1,260 funds tracked by Wall St. Rank hold BA as of Q4 2014.

  • Zions Trust National Association held 1,846 shares of Boeing worth $240K as of Q4 2014.
  • Zions Trust National Association sold 360 Boeing shares in Q4 2014, an estimated $45.6K.
  • Boeing made up 0.35% of Zions Trust National Association's portfolio in Q4 2014, its #32 holding.
  • Zions Trust National Association first reported a position in Boeing in Q2 2013 and has held it in 7 quarters since.
  • Zions Trust National Association's Boeing position peaked at $301K in Q4 2013.
  • 1,260 funds tracked by Wall St. Rank held Boeing as of Q4 2014.

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