Zions Trust National Association’s UnitedHealth UNH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-228	Closed	-$19K	–	216
2014 Q1	$19K	Hold	228	–	–	0.03%	147
2013 Q4	$17K	Buy	228 +85	+59%	+$6.11K	0.02%	145
2013 Q3	$10K	Hold	143	–	–	0.01%	164
2013 Q2	$9K	Buy	+143	New	+$8.9K	0.01%	153

Other funds holding UNH

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Zions Trust National Association's UNH Position: Q2 2014 in Review

Zions Trust National Association sold out of UnitedHealth (UNH) in Q2 2014, closing a stake of 228 shares — an estimated $19K sold.

Zions Trust National Association first reported a position in UNH in Q2 2013 and held it in 4 quarters. The position peaked at $19K in Q1 2014. 961 funds tracked by Wall St. Rank hold UNH as of Q2 2014.

Zions Trust National Association reported no remaining UnitedHealth position as of Q2 2014 after selling out during the quarter.
Zions Trust National Association sold 228 UnitedHealth shares in Q2 2014, an estimated $19K.
Zions Trust National Association first reported a position in UnitedHealth in Q2 2013 and held it in 4 quarters.
Zions Trust National Association's UnitedHealth position peaked at $19K in Q1 2014.
961 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2014.

Based on Zions Trust National Association's 13F filing for Q2 2014, filed 21 Jul 2014.