ZTNA
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Zions Trust National Association’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Zions Trust National Association’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-52
Closed -$4K – 216
2013
Q3 		$4K Buy
+52
New +$3.9K 0.01% 177

Other funds holding RWR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zions Trust National Association's RWR Position: Q4 2013 in Review

Zions Trust National Association sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2013, closing a stake of 52 shares — an estimated $4K sold.

Zions Trust National Association first reported a position in RWR in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 158 funds tracked by Wall St. Rank hold RWR as of Q4 2013.

  • Zions Trust National Association reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2013 after selling out during the quarter.
  • Zions Trust National Association sold 52 State Street SPDR Dow Jones REIT ETF shares in Q4 2013, an estimated $4K.
  • Zions Trust National Association first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2013 and held it in 1 quarter.
  • Zions Trust National Association's State Street SPDR Dow Jones REIT ETF position peaked at $4K in Q3 2013.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2013.

Based on Zions Trust National Association's 13F filing for Q4 2013, filed 21 Jan 2014.