Zions Trust, National Association
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 71,236
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/21/2014 | 196 | 71,236 | 13F-HR | Zions Trust, National Association |
| Q1 2014 | 4/28/2014 | 217 | 71,303 | 13F-HR | WESTERN NATIONAL TRUST CO |
| Q4 2013 | 1/21/2014 | 207 | 72,965 | 13F-HR | WESTERN NATIONAL TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.62 K | 62.6% | 125 | 0 | 125 |
| ETFs | 26.62 K | 37.4% | 0 | 192 | -192 |
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Fund Snapshot
Q2 2014
Latest filed
7/21/2014
Total value ($000)
71,236
Holdings
196
QoQ value change ($000)
-67
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.