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Zions Trust National Association’s Williams Companies WMB Stock Holding History

Zions Trust National Association’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-265
Closed -$10K – 218
2013
Q3 		$10K Hold
265
– – 0.01% 165
2013
Q2 		$9K Buy
+265
New +$9.54K 0.01% 154

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Zions Trust National Association sold out of Williams Companies (WMB) in Q4 2013, closing a stake of 265 shares — an estimated $10K sold.

Zions Trust National Association first reported a position in WMB in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 669 funds tracked by Wall St. Rank hold WMB as of Q4 2013.

  • Zions Trust National Association reported no remaining Williams Companies position as of Q4 2013 after selling out during the quarter.
  • Zions Trust National Association sold 265 Williams Companies shares in Q4 2013, an estimated $10K.
  • Zions Trust National Association first reported a position in Williams Companies in Q2 2013 and held it in 2 quarters.
  • Zions Trust National Association's Williams Companies position peaked at $10K in Q3 2013.
  • 669 funds tracked by Wall St. Rank held Williams Companies as of Q4 2013.

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