Zions Trust National Association’s Prudential Financial PRU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$161K	Buy	1,784 +1,057	+145%	+$90.8K	0.23%	44
2014 Q3	$64K	Hold	727	–	–	0.09%	73
2014 Q2	$65K	Hold	727	–	–	0.09%	74
2014 Q1	$62K	Hold	727	–	–	0.09%	76
2013 Q4	$67K	Hold	727	–	–	0.09%	75
2013 Q3	$57K	Hold	727	–	–	0.08%	79
2013 Q2	$53K	Buy	+727	New	+$47.1K	0.07%	84

Other funds holding PRU

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

BIT

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Zions Trust National Association increased its Prudential Financial (PRU) stake by 145% in Q4 2014, buying an estimated $90.8K and bringing the position to 1,784 shares worth $161K. The position accounts for 0.23% of the portfolio, ranked #44.

Zions Trust National Association first reported a position in PRU in Q2 2013 and has held it in 7 quarters since. 756 funds tracked by Wall St. Rank hold PRU as of Q4 2014.

Zions Trust National Association held 1,784 shares of Prudential Financial worth $161K as of Q4 2014.
Zions Trust National Association bought 1,057 Prudential Financial shares in Q4 2014, an estimated $90.8K.
Prudential Financial made up 0.23% of Zions Trust National Association's portfolio in Q4 2014, its #44 holding.
Zions Trust National Association first reported a position in Prudential Financial in Q2 2013 and has held it in 7 quarters since.
756 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2014.

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