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Credit Suisse’s Security National Financial SNFCA Stock Holding History

Credit Suisse’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
Q3 		– Sell
-45,055
Closed -$138K – 4351
2013
Q2 		$138K Buy
+45,055
New +$173K ﹤0.01% 3953

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse's SNFCA Position: Q3 2013 in Review

Credit Suisse sold out of Security National Financial (SNFCA) in Q3 2013, closing a stake of 45,055 shares — an estimated $138K sold.

Credit Suisse first reported a position in SNFCA in Q2 2013 and held it in 1 quarter. The position peaked at $138K in Q2 2013. 21 funds tracked by Wall St. Rank hold SNFCA as of Q3 2013.

  • Credit Suisse reported no remaining Security National Financial position as of Q3 2013 after selling out during the quarter.
  • Credit Suisse sold 45,055 Security National Financial shares in Q3 2013, an estimated $138K.
  • Credit Suisse first reported a position in Security National Financial in Q2 2013 and held it in 1 quarter.
  • Credit Suisse's Security National Financial position peaked at $138K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held Security National Financial as of Q3 2013.

Based on Credit Suisse's 13F filing for Q3 2013, filed 13 Nov 2013.