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Zions Trust National Association’s Willis Towers Watson WTW Stock Holding History

Zions Trust National Association’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-136
Closed -$15K – 185
2014
Q3 		$15K Buy
+136
New +$15.1K 0.02% 185

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VH
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Zions Trust National Association sold out of Willis Towers Watson (WTW) in Q4 2014, closing a stake of 136 shares — an estimated $15K sold.

Zions Trust National Association first reported a position in WTW in Q3 2014 and held it in 1 quarter. The position peaked at $15K in Q3 2014. 240 funds tracked by Wall St. Rank hold WTW as of Q4 2014.

  • Zions Trust National Association reported no remaining Willis Towers Watson position as of Q4 2014 after selling out during the quarter.
  • Zions Trust National Association sold 136 Willis Towers Watson shares in Q4 2014, an estimated $15K.
  • Zions Trust National Association first reported a position in Willis Towers Watson in Q3 2014 and held it in 1 quarter.
  • Zions Trust National Association's Willis Towers Watson position peaked at $15K in Q3 2014.
  • 240 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2014.

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