Eagle Global Advisors’s Security National Financial SNFCA Stock Holding History

Eagle Global Advisors’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 Q3	–	Sell	-120,379	Closed	-$483K	–	343
2017 Q2	$483K	Sell	120,379 -2	-0%	-$8	0.01%	224
2017 Q1	$515K	Hold	120,381	–	–	0.01%	214
2016 Q4	$469K	Hold	120,381	–	–	0.01%	220
2016 Q3	$423K	Sell	120,381 -24,261	-17%	-$79.6K	0.01%	224
2016 Q2	$424K	Buy	144,642 +9,834	+7%	+$28.1K	0.01%	215
2016 Q1	$411K	Sell	134,808 -2	-0%	-$7	0.01%	225
2015 Q4	$504K	Buy	134,810 +6,907	+5%	+$25.1K	0.02%	210
2015 Q3	$490K	Buy	+127,903	New	+$526K	0.02%	208
2015 Q2	–	Sell	-31,626	Closed	-$96K	–	398
2015 Q1	$96K	Buy	+31,626	New	+$105K	﹤0.01%	342

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

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

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Eagle Global Advisors's SNFCA Position: Q3 2017 in Review

Eagle Global Advisors sold out of Security National Financial (SNFCA) in Q3 2017, closing a stake of 120,379 shares — an estimated $483K sold.

Eagle Global Advisors first reported a position in SNFCA in Q1 2015 and held it in 9 quarters. The position peaked at $515K in Q1 2017. 26 funds tracked by Wall St. Rank hold SNFCA as of Q3 2017.

Eagle Global Advisors reported no remaining Security National Financial position as of Q3 2017 after selling out during the quarter.
Eagle Global Advisors sold 120,379 Security National Financial shares in Q3 2017, an estimated $483K.
Eagle Global Advisors first reported a position in Security National Financial in Q1 2015 and held it in 9 quarters.
Eagle Global Advisors's Security National Financial position peaked at $515K in Q1 2017.
26 funds tracked by Wall St. Rank held Security National Financial as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.