Security National Trust’s DOW 30 PREMIUM & DIVIDEND INCOME FUND INC DPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-2,350
Closed -$37K 535
2014
Q3
$37K Hold
2,350
0.02% 298
2014
Q2
$38K Hold
2,350
0.01% 300
2014
Q1
$38K Hold
2,350
0.02% 300
2013
Q4
$37K Hold
2,350
0.02% 298
2013
Q3
$34K Hold
2,350
0.02% 294
2013
Q2
$34K Buy
+2,350
New +$35.1K 0.02% 286

Security National Trust's DPD Position: Q4 2014 in Review

Security National Trust sold out of DOW 30 PREMIUM & DIVIDEND INCOME FUND INC (DPD) in Q4 2014, closing a stake of 2,350 shares — an estimated $37K sold.

Security National Trust first reported a position in DPD in Q2 2013 and held it in 6 quarters. The position peaked at $38K in Q2 2014. 0 funds tracked by Wall St. Rank hold DPD as of Q4 2014.

  • Security National Trust reported no remaining DOW 30 PREMIUM & DIVIDEND INCOME FUND INC position as of Q4 2014 after selling out during the quarter.
  • Security National Trust sold 2,350 DOW 30 PREMIUM & DIVIDEND INCOME FUND INC shares in Q4 2014, an estimated $37K.
  • Security National Trust first reported a position in DOW 30 PREMIUM & DIVIDEND INCOME FUND INC in Q2 2013 and held it in 6 quarters.
  • Security National Trust's DOW 30 PREMIUM & DIVIDEND INCOME FUND INC position peaked at $38K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held DOW 30 PREMIUM & DIVIDEND INCOME FUND INC as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.