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Brandywine Global Investment Management’s Security National Financial SNFCA Stock Holding History

Brandywine Global Investment Management’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,043
Closed -$32K – 1013
2013
Q3 		$32K Sell
10,043
-5,999
-37% -$18.8K ﹤0.01% 865
2013
Q2 		$50K Buy
+16,042
New +$61.7K ﹤0.01% 867

Other funds holding SNFCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brandywine Global Investment Management's SNFCA Position: Q4 2013 in Review

Brandywine Global Investment Management sold out of Security National Financial (SNFCA) in Q4 2013, closing a stake of 10,043 shares — an estimated $32K sold.

Brandywine Global Investment Management first reported a position in SNFCA in Q2 2013 and held it in 2 quarters. The position peaked at $50K in Q2 2013. 23 funds tracked by Wall St. Rank hold SNFCA as of Q4 2013.

  • Brandywine Global Investment Management reported no remaining Security National Financial position as of Q4 2013 after selling out during the quarter.
  • Brandywine Global Investment Management sold 10,043 Security National Financial shares in Q4 2013, an estimated $32K.
  • Brandywine Global Investment Management first reported a position in Security National Financial in Q2 2013 and held it in 2 quarters.
  • Brandywine Global Investment Management's Security National Financial position peaked at $50K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Security National Financial as of Q4 2013.

Based on Brandywine Global Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.