ZTNA
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Zions Trust National Association’s United Parcel Service UPS Stock Holding History

Zions Trust National Association’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$56K Buy
508
+363
+250% +$38.3K 0.08% 82
2014
Q3 		$14K Buy
+145
New +$14.4K 0.02% 192
2014
Q2 		– Sell
-115
Closed -$11K – 217
2014
Q1 		$11K Hold
115
– – 0.02% 176
2013
Q4 		$12K Buy
+115
New +$11.3K 0.02% 164

Other funds holding UPS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Zions Trust National Association increased its United Parcel Service (UPS) stake by 250% in Q4 2014, buying an estimated $38.3K and bringing the position to 508 shares worth $56K. The position accounts for 0.08% of the portfolio, ranked #82.

Zions Trust National Association first reported a position in UPS in Q4 2013 and has held it in 4 quarters since. 1,167 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • Zions Trust National Association held 508 shares of United Parcel Service worth $56K as of Q4 2014.
  • Zions Trust National Association bought 363 United Parcel Service shares in Q4 2014, an estimated $38.3K.
  • United Parcel Service made up 0.08% of Zions Trust National Association's portfolio in Q4 2014, its #82 holding.
  • Zions Trust National Association first reported a position in United Parcel Service in Q4 2013 and has held it in 4 quarters since.
  • 1,167 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

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