Quick Takeaways
- Zions Trust, National Association reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2014.
- Latest reported holdings value: $69,431,000.
- Info
- Portfolio
13F Filings History of Zions Trust, National Association
- Latest 13F report
- Q3 2018 - 02 Nov 2018
- Signature - Title
- Dan Lance - Assistant Controller
- Location
- Salt Lake City, UT
- Summary
- This page shows a list of all the recent 13F filings made by Zions Trust, National Association. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Zions Trust, National Association reported 171 stock holdings with total value $69,431,000 as of Q4 2014. Top holdings included BSV, O C Tanner Jewelry Cl B Non-Voting, Industrial Supply, IVV, and GE. Zions Bancorporation is reporting for Zions Trust, National Association.
Follow Filing Activity
Follow Zions Trust, National Association and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 12 Jan 2015, 13:56.
- Reported value moved from to $69,431,000.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original FilingZions Bancorporation is reporting for Zions Trust, National Association:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Zions Bancorporation | $420,276,000 | Salt Lake City, UT | 028-16882 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2015 | 0 | $0 | 13F-NT | 16 Nov 2015, 10:31 | ||||
| Q2 2015 | 0 | $0 | 13F-NT | 13 Aug 2015, 16:03 | ||||
| Q1 2015 | 0 | $0 | 13F-NT | 13 May 2015, 11:49 | ||||
| Q4 2014 | 171 | $69,431,000 | +$1,363,276 | -$4,461,803 | -$3,098,527 | BSV, O C Tanner Jewelry Cl B Non-Voting, Industrial Supply, IVV, GE | 13F-HR | 12 Jan 2015, 13:56 |
| Q3 2014 | 224 | $71,956,000 | +$2,115,924 | -$885,833 | +$1,230,091 | BSV, O C Tanner Jewelry Cl B Non-Voting, Industrial Supply, IVV, JNJ | 13F-HR | 16 Oct 2014, 14:49 |
| Q2 2014 | 191 | $71,235,000 | +$965,978 | -$1,754,361 | -$788,383 | BSV, O C Tanner Jewelry Cl B Non-Voting, Industrial Supply, JNJ, GE | 13F-HR | 21 Jul 2014, 12:57 |
| Q1 2014 | 212 | $71,303,000 | +$2,930,278 | -$4,842,862 | -$1,912,584 | BSV, O C Tanner Jewelry Cl B Non-Voting, Industrial Supply, JNJ, GE | 13F-HR | 25 Apr 2014, 18:31 |
| Q4 2013 | 202 | $72,965,000 | $0 | $0 | $0 | BSV, O C Tanner Jewelry Cl B Non-Voting, Industrial Supply, JNJ, Com'l Ppr Union Bank NA 01/06/14 | 13F-HR | 21 Jan 2014, 16:16 |