Security National Trust’s Simon Property Group SPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-120	Closed	-$19K	–	397
2017 Q3	$19K	Sell	120 -258	-68%	-$41.2K	0.01%	314
2017 Q2	$61K	Sell	378 -2	-0.5%	-$326	0.02%	260
2017 Q1	$65K	Buy	380 +41	+12%	+$7.33K	0.02%	256
2016 Q4	$60K	Sell	339 -59	-15%	-$11K	0.02%	256
2016 Q3	$82K	Hold	398	–	–	0.03%	236
2016 Q2	$86K	Hold	398	–	–	0.03%	231
2016 Q1	$83K	Hold	398	–	–	0.03%	232
2015 Q4	$77K	Buy	398 +19	+5%	+$3.68K	0.03%	236
2015 Q3	$70K	Hold	379	–	–	0.03%	246
2015 Q2	$66K	Sell	379 -40	-10%	-$7.35K	0.02%	259
2015 Q1	$82K	Sell	419 -44	-10%	-$8.53K	0.03%	248
2014 Q4	$84K	Hold	463	–	–	0.03%	241
2014 Q3	$76K	Hold	463	–	–	0.03%	241
2014 Q2	$77K	Sell	463 -29	-6%	-$4.74K	0.03%	245
2014 Q1	$76K	Hold	492	–	–	0.03%	245
2013 Q4	$70K	Hold	492	–	–	0.03%	249
2013 Q3	$69K	Hold	492	–	–	0.03%	235
2013 Q2	$73K	Buy	+492	New	+$78.9K	0.04%	230

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

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

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

Security National Trust's SPG Position: Q4 2017 in Review

Security National Trust sold out of Simon Property Group (SPG) in Q4 2017, closing a stake of 120 shares — an estimated $19K sold.

Security National Trust first reported a position in SPG in Q2 2013 and held it in 18 quarters. The position peaked at $86K in Q2 2016. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

Security National Trust reported no remaining Simon Property Group position as of Q4 2017 after selling out during the quarter.
Security National Trust sold 120 Simon Property Group shares in Q4 2017, an estimated $19K.
Security National Trust first reported a position in Simon Property Group in Q2 2013 and held it in 18 quarters.
Security National Trust's Simon Property Group position peaked at $86K in Q2 2016.
691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on Security National Trust's 13F filing for Q4 2017, filed 30 Jan 2018.