Zions Trust National Association’s AT&T T Stock Holding History

Zions Trust National Association’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$603K	Buy	23,761 +284	+1%	+$7.37K	0.87%	13
2014 Q3	$625K	Sell	23,477 -397	-2%	-$10.6K	0.87%	14
2014 Q2	$637K	Sell	23,874 -1,139	-5%	-$30.5K	0.89%	14
2014 Q1	$663K	Buy	25,013 +1,953	+8%	+$49K	0.93%	12
2013 Q4	$612K	Sell	23,060 -324	-1%	-$8.53K	0.84%	16
2013 Q3	$598K	Buy	23,384 +100	+0.4%	+$2.63K	0.87%	14
2013 Q2	$623K	Buy	+23,284	New	+$647K	0.88%	12

Other funds holding T

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

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

BIT

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

Zions Trust National Association's T Position: Q4 2014 in Review

Zions Trust National Association increased its AT&T (T) stake by 1.2% in Q4 2014, buying an estimated $7.37K and bringing the position to 23,761 shares worth $603K. The position accounts for 0.87% of the portfolio, ranked #13.

Zions Trust National Association first reported a position in T in Q2 2013 and has held it in 7 quarters since. The position peaked at $663K in Q1 2014. 1,709 funds tracked by Wall St. Rank hold T as of Q4 2014.

Zions Trust National Association held 23,761 shares of AT&T worth $603K as of Q4 2014.
Zions Trust National Association bought 284 AT&T shares in Q4 2014, an estimated $7.37K.
AT&T made up 0.87% of Zions Trust National Association's portfolio in Q4 2014, its #13 holding.
Zions Trust National Association first reported a position in AT&T in Q2 2013 and has held it in 7 quarters since.
Zions Trust National Association's AT&T position peaked at $663K in Q1 2014.
1,709 funds tracked by Wall St. Rank held AT&T as of Q4 2014.

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