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Zions Trust National Association’s iShares US Real Estate ETF IYR Stock Holding History

Zions Trust National Association’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-49
Closed -$4K – 229
2014
Q2 		$4K Hold
49
– – 0.01% 186
2014
Q1 		$3K Sell
49
-31
-39% -$2.06K ﹤0.01% 207
2013
Q4 		$5K Hold
80
– – 0.01% 194
2013
Q3 		$5K Buy
+80
New +$5.23K 0.01% 175

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Zions Trust National Association's IYR Position: Q3 2014 in Review

Zions Trust National Association sold out of iShares US Real Estate ETF (IYR) in Q3 2014, closing a stake of 49 shares — an estimated $4K sold.

Zions Trust National Association first reported a position in IYR in Q3 2013 and held it in 4 quarters. The position peaked at $5K in Q4 2013. 292 funds tracked by Wall St. Rank hold IYR as of Q3 2014.

  • Zions Trust National Association reported no remaining iShares US Real Estate ETF position as of Q3 2014 after selling out during the quarter.
  • Zions Trust National Association sold 49 iShares US Real Estate ETF shares in Q3 2014, an estimated $4K.
  • Zions Trust National Association first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 4 quarters.
  • Zions Trust National Association's iShares US Real Estate ETF position peaked at $5K in Q4 2013.
  • 292 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2014.

Based on Zions Trust National Association's 13F filing for Q3 2014, filed 16 Oct 2014.