Security National Trust’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Security National Trust’s Portfolio BYM Stock Details BYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-670	Closed	-$9K	–	530
2013 Q3	$9K	Hold	670	–	–	﹤0.01%	397
2013 Q2	$10K	Buy	+670	New	+$10.2K	﹤0.01%	372

Other funds holding BYM

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Security National Trust's BYM Position: Q4 2013 in Review

Security National Trust sold out of BlackRock Municipal Income Quality Trust (BYM) in Q4 2013, closing a stake of 670 shares — an estimated $9K sold.

Security National Trust first reported a position in BYM in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q2 2013. 42 funds tracked by Wall St. Rank hold BYM as of Q4 2013.

Security National Trust reported no remaining BlackRock Municipal Income Quality Trust position as of Q4 2013 after selling out during the quarter.
Security National Trust sold 670 BlackRock Municipal Income Quality Trust shares in Q4 2013, an estimated $9K.
Security National Trust first reported a position in BlackRock Municipal Income Quality Trust in Q2 2013 and held it in 2 quarters.
Security National Trust's BlackRock Municipal Income Quality Trust position peaked at $10K in Q2 2013.
42 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q4 2013.

Based on Security National Trust's 13F filing for Q4 2013, filed 31 Jan 2014.