Zions Trust National Association’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$540K	Hold	9,850	–	–	0.78%	19
2014 Q3	$511K	Hold	9,850	–	–	0.71%	21
2014 Q2	$518K	Hold	9,850	–	–	0.73%	21
2014 Q1	$490K	Sell	9,850 -150	-2%	-$6.99K	0.69%	21
2013 Q4	$454K	Hold	10,000	–	–	0.62%	21
2013 Q3	$413K	Buy	10,000 +150	+2%	+$6.4K	0.6%	24
2013 Q2	$407K	Buy	+9,850	New	+$384K	0.57%	22

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Zions Trust National Association held its Wells Fargo (WFC) position steady in Q4 2014 at 9,850 shares worth $540K. The position accounts for 0.78% of the portfolio, ranked #19.

Zions Trust National Association first reported a position in WFC in Q2 2013 and has held it in 7 quarters since. 1,789 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

Zions Trust National Association held 9,850 shares of Wells Fargo worth $540K as of Q4 2014.
Zions Trust National Association left its Wells Fargo share count unchanged in Q4 2014.
Wells Fargo made up 0.78% of Zions Trust National Association's portfolio in Q4 2014, its #19 holding.
Zions Trust National Association first reported a position in Wells Fargo in Q2 2013 and has held it in 7 quarters since.
1,789 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

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