SNT
PPLI

Security National Trust’s People Inc PPLI Stock Holding History

Security National Trust’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,238
Closed -$100K – 475
2019
Q4 		$100K Hold
2,238
– – 0.03% 216
2019
Q3 		$87K Hold
2,238
– – 0.03% 218
2019
Q2 		$87K Hold
2,238
– – 0.03% 220
2019
Q1 		$84K Buy
+2,238
New +$82.8K 0.03% 217

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Security National Trust's PPLI Position: Q1 2020 in Review

Security National Trust sold out of People Inc (PPLI) in Q1 2020, closing a stake of 2,238 shares — an estimated $100K sold.

Security National Trust first reported a position in PPLI in Q1 2019 and held it in 4 quarters. The position peaked at $100K in Q4 2019. 492 funds tracked by Wall St. Rank hold PPLI as of Q1 2020.

  • Security National Trust reported no remaining People Inc position as of Q1 2020 after selling out during the quarter.
  • Security National Trust sold 2,238 People Inc shares in Q1 2020, an estimated $100K.
  • Security National Trust first reported a position in People Inc in Q1 2019 and held it in 4 quarters.
  • Security National Trust's People Inc position peaked at $100K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held People Inc as of Q1 2020.

Based on Security National Trust's 13F filing for Q1 2020, filed 11 May 2020.