ZTNA
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Zions Trust National Association’s FirstEnergy FE Stock Holding History

Zions Trust National Association’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$3K – 178
2014
Q3 		$3K Hold
100
– – ﹤0.01% 219
2014
Q2 		$3K Hold
100
– – ﹤0.01% 187
2014
Q1 		$3K Buy
+100
New +$3.16K ﹤0.01% 206
2013
Q3 		– Sell
-383
Closed -$14K – 185
2013
Q2 		$14K Buy
+383
New +$16.1K 0.02% 139

Other funds holding FE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Zions Trust National Association sold out of FirstEnergy (FE) in Q4 2014, closing a stake of 100 shares — an estimated $3K sold.

Zions Trust National Association first reported a position in FE in Q2 2013 and held it in 4 quarters. The position peaked at $14K in Q2 2013. 477 funds tracked by Wall St. Rank hold FE as of Q4 2014.

  • Zions Trust National Association reported no remaining FirstEnergy position as of Q4 2014 after selling out during the quarter.
  • Zions Trust National Association sold 100 FirstEnergy shares in Q4 2014, an estimated $3K.
  • Zions Trust National Association first reported a position in FirstEnergy in Q2 2013 and held it in 4 quarters.
  • Zions Trust National Association's FirstEnergy position peaked at $14K in Q2 2013.
  • 477 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2014.

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