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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 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.