ZTNA
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Zions Trust National Association’s Enterprise Products Partners EPD Stock Holding History

Zions Trust National Association’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-400
Closed -$12K – 210
2013
Q3 		$12K Sell
400
-222
-36% -$6.79K 0.02% 147
2013
Q2 		$19K Buy
+622
New +$18.8K 0.03% 130

Other funds holding EPD

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

Zions Trust National Association sold out of Enterprise Products Partners (EPD) in Q4 2013, closing a stake of 400 shares — an estimated $12K sold.

Zions Trust National Association first reported a position in EPD in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q2 2013. 711 funds tracked by Wall St. Rank hold EPD as of Q4 2013.

  • Zions Trust National Association reported no remaining Enterprise Products Partners position as of Q4 2013 after selling out during the quarter.
  • Zions Trust National Association sold 400 Enterprise Products Partners shares in Q4 2013, an estimated $12K.
  • Zions Trust National Association first reported a position in Enterprise Products Partners in Q2 2013 and held it in 2 quarters.
  • Zions Trust National Association's Enterprise Products Partners position peaked at $19K in Q2 2013.
  • 711 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2013.

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