Security National Trust’s Monster Beverage MNST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-300	Closed	-$2K	–	536
2014 Q2	$2K	Hold	300	–	–	﹤0.01%	505
2014 Q1	$2K	Hold	300	–	–	﹤0.01%	505
2013 Q4	$2K	Hold	300	–	–	﹤0.01%	502
2013 Q3	$1K	Buy	+300	New	+$1.48K	﹤0.01%	514

Other funds holding MNST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Security National Trust's MNST Position: Q3 2014 in Review

Security National Trust sold out of Monster Beverage (MNST) in Q3 2014, closing a stake of 300 shares — an estimated $2K sold.

Security National Trust first reported a position in MNST in Q3 2013 and held it in 4 quarters. The position peaked at $2K in Q2 2014. 422 funds tracked by Wall St. Rank hold MNST as of Q3 2014.

Security National Trust reported no remaining Monster Beverage position as of Q3 2014 after selling out during the quarter.
Security National Trust sold 300 Monster Beverage shares in Q3 2014, an estimated $2K.
Security National Trust first reported a position in Monster Beverage in Q3 2013 and held it in 4 quarters.
Security National Trust's Monster Beverage position peaked at $2K in Q2 2014.
422 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2014.

Based on Security National Trust's 13F filing for Q3 2014, filed 5 Nov 2014.