SNT
FPT

Security National Trust’s Federated Premier Intermediate M FPT Stock Holding History

Security National Trust’s Portfolio FPT Stock Details FPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-666
Closed -$8K – 567
2013
Q3 		$8K Hold
666
– – ﹤0.01% 416
2013
Q2 		$9K Buy
+666
New +$9.11K ﹤0.01% 392

Other funds holding FPT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Security National Trust sold out of Federated Premier Intermediate M (FPT) in Q4 2013, closing a stake of 666 shares — an estimated $8K sold.

Security National Trust first reported a position in FPT in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q2 2013. 23 funds tracked by Wall St. Rank hold FPT as of Q4 2013.

  • Security National Trust reported no remaining Federated Premier Intermediate M position as of Q4 2013 after selling out during the quarter.
  • Security National Trust sold 666 Federated Premier Intermediate M shares in Q4 2013, an estimated $8K.
  • Security National Trust first reported a position in Federated Premier Intermediate M in Q2 2013 and held it in 2 quarters.
  • Security National Trust's Federated Premier Intermediate M position peaked at $9K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q4 2013.

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