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Zions Trust National Association’s Goldman Sachs GS Stock Holding History

Zions Trust National Association’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-30
Closed -$5K – 204
2014
Q1 		$5K Hold
30
– – 0.01% 201
2013
Q4 		$5K Buy
+30
New +$4.95K 0.01% 193

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Zions Trust National Association sold out of Goldman Sachs (GS) in Q2 2014, closing a stake of 30 shares — an estimated $5K sold.

Zions Trust National Association first reported a position in GS in Q4 2013 and held it in 2 quarters. The position peaked at $5K in Q1 2014. 934 funds tracked by Wall St. Rank hold GS as of Q2 2014.

  • Zions Trust National Association reported no remaining Goldman Sachs position as of Q2 2014 after selling out during the quarter.
  • Zions Trust National Association sold 30 Goldman Sachs shares in Q2 2014, an estimated $5K.
  • Zions Trust National Association first reported a position in Goldman Sachs in Q4 2013 and held it in 2 quarters.
  • Zions Trust National Association's Goldman Sachs position peaked at $5K in Q1 2014.
  • 934 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2014.

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