Creative Planning’s Security National Financial SNFCA Stock Holding History

Creative Planning’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
2017 Q2	–	Sell	-1,312	Closed	-$6K	–	4810
2017 Q1	$6K	Hold	1,312	–	–	﹤0.01%	3890
2016 Q4	$5K	Hold	1,312	–	–	﹤0.01%	3972
2016 Q3	$5K	Hold	1,312	–	–	﹤0.01%	3893
2016 Q2	$4K	Hold	1,312	–	–	﹤0.01%	3774
2016 Q1	$4K	Sell	1,312 -1	-0.1%	-$3	﹤0.01%	3717
2015 Q4	$5K	Hold	1,313	–	–	﹤0.01%	3692
2015 Q3	$5K	Buy	+1,313	New	+$5.41K	﹤0.01%	3632
2015 Q2	–	Sell	-1,313	Closed	-$4K	–	2721
2015 Q1	$4K	Buy	1,313 +1	+0.1%	+$3	﹤0.01%	3655
2014 Q4	$4K	Buy	+1,312	New	+$3.6K	﹤0.01%	3619

Other funds holding SNFCA

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ZIM

ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return

Creative Planning's SNFCA Position: Q2 2017 in Review

Creative Planning sold out of Security National Financial (SNFCA) in Q2 2017, closing a stake of 1,312 shares — an estimated $6K sold.

Creative Planning first reported a position in SNFCA in Q4 2014 and held it in 9 quarters. The position peaked at $6K in Q1 2017. 26 funds tracked by Wall St. Rank hold SNFCA as of Q2 2017.

Creative Planning reported no remaining Security National Financial position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 1,312 Security National Financial shares in Q2 2017, an estimated $6K.
Creative Planning first reported a position in Security National Financial in Q4 2014 and held it in 9 quarters.
Creative Planning's Security National Financial position peaked at $6K in Q1 2017.
26 funds tracked by Wall St. Rank held Security National Financial as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.