Zions Trust National Association’s Morgan Stanley MS Stock Holding History

Zions Trust National Association’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$27K	Hold	688	–	–	0.04%	124
2014 Q3	$24K	Hold	688	–	–	0.03%	133
2014 Q2	$22K	Hold	688	–	–	0.03%	138
2014 Q1	$21K	Hold	688	–	–	0.03%	143
2013 Q4	$22K	Hold	688	–	–	0.03%	135
2013 Q3	$19K	Hold	688	–	–	0.03%	129
2013 Q2	$17K	Buy	+688	New	+$16.3K	0.02%	133

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Zions Trust National Association held its Morgan Stanley (MS) position steady in Q4 2014 at 688 shares worth $27K. The position accounts for 0.04% of the portfolio, ranked #124.

Zions Trust National Association first reported a position in MS in Q2 2013 and has held it in 7 quarters since. 791 funds tracked by Wall St. Rank hold MS as of Q4 2014.

Zions Trust National Association held 688 shares of Morgan Stanley worth $27K as of Q4 2014.
Zions Trust National Association left its Morgan Stanley share count unchanged in Q4 2014.
Morgan Stanley made up 0.04% of Zions Trust National Association's portfolio in Q4 2014, its #124 holding.
Zions Trust National Association first reported a position in Morgan Stanley in Q2 2013 and has held it in 7 quarters since.
791 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

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