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Zions Trust National Association’s IBM IBM Stock Holding History

Zions Trust National Association’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$409K Sell
2,666
-330
-11% -$52.5K 0.59% 22
2014
Q3 		$544K Sell
2,996
-306
-9% -$55.7K 0.76% 19
2014
Q2 		$572K Buy
3,302
+78
+2% +$14K 0.8% 17
2014
Q1 		$593K Hold
3,224
– – 0.83% 17
2013
Q4 		$578K Hold
3,224
– – 0.79% 17
2013
Q3 		$570K Buy
3,224
+228
+8% +$41.4K 0.83% 16
2013
Q2 		$547K Buy
+2,996
New +$583K 0.77% 15

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Zions Trust National Association reduced its IBM (IBM) stake by 11% in Q4 2014, selling an estimated $52.5K and leaving 2,666 shares worth $409K. The position accounts for 0.59% of the portfolio, ranked #22.

Zions Trust National Association first reported a position in IBM in Q2 2013 and has held it in 7 quarters since. The position peaked at $593K in Q1 2014. 1,751 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Zions Trust National Association held 2,666 shares of IBM worth $409K as of Q4 2014.
  • Zions Trust National Association sold 330 IBM shares in Q4 2014, an estimated $52.5K.
  • IBM made up 0.59% of Zions Trust National Association's portfolio in Q4 2014, its #22 holding.
  • Zions Trust National Association first reported a position in IBM in Q2 2013 and has held it in 7 quarters since.
  • Zions Trust National Association's IBM position peaked at $593K in Q1 2014.
  • 1,751 funds tracked by Wall St. Rank held IBM as of Q4 2014.

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