SNT
WPG

Security National Trust’s Washington Prime Group Inc. WPG Stock Holding History

Security National Trust’s Portfolio WPG Stock Details WPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-14
Closed -$2K – 506
2015
Q3 		$2K Hold
14
– – ﹤0.01% 451
2015
Q2 		$2K Hold
14
– – ﹤0.01% 464
2015
Q1 		$2K Hold
14
– – ﹤0.01% 468
2014
Q4 		$2K Hold
14
– – ﹤0.01% 497
2014
Q3 		$2K Sell
14
-12
-46% -$2.03K ﹤0.01% 503
2014
Q2 		$4K Buy
+26
New +$4.53K ﹤0.01% 488

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Security National Trust's WPG Position: Q4 2015 in Review

Security National Trust sold out of Washington Prime Group Inc. (WPG) in Q4 2015, closing a stake of 14 shares — an estimated $2K sold.

Security National Trust first reported a position in WPG in Q2 2014 and held it in 6 quarters. The position peaked at $4K in Q2 2014. 270 funds tracked by Wall St. Rank hold WPG as of Q4 2015.

  • Security National Trust reported no remaining Washington Prime Group Inc. position as of Q4 2015 after selling out during the quarter.
  • Security National Trust sold 14 Washington Prime Group Inc. shares in Q4 2015, an estimated $2K.
  • Security National Trust first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 6 quarters.
  • Security National Trust's Washington Prime Group Inc. position peaked at $4K in Q2 2014.
  • 270 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2015.

Based on Security National Trust's 13F filing for Q4 2015, filed 25 Jan 2016.