FDx Advisors’s Security National Financial SNFCA Stock Holding History

FDx 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
2019 Q3	–	Sell	-21,226	Closed	-$74K	–	776
2019 Q2	$74K	Sell	21,226 -2,885	-12%	-$10.1K	﹤0.01%	799
2019 Q1	$79K	Buy	+24,111	New	+$86.1K	﹤0.01%	773
2018 Q4	–	Sell	-24,111	Closed	-$83K	–	779
2018 Q3	$83K	Buy	+24,111	New	+$83.5K	﹤0.01%	868
2018 Q2	–	Sell	-27,897	Closed	-$95K	–	1069
2018 Q1	$95K	Hold	27,897	–	–	﹤0.01%	1151
2017 Q4	$92K	Hold	27,897	–	–	﹤0.01%	1223
2017 Q3	$89K	Buy	+27,897	New	+$106K	﹤0.01%	1233

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

FDx Advisors's SNFCA Position: Q3 2019 in Review

FDx Advisors sold out of Security National Financial (SNFCA) in Q3 2019, closing a stake of 21,226 shares — an estimated $74K sold.

FDx Advisors first reported a position in SNFCA in Q3 2017 and held it in 6 quarters. The position peaked at $95K in Q1 2018. 26 funds tracked by Wall St. Rank hold SNFCA as of Q3 2019.

FDx Advisors reported no remaining Security National Financial position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 21,226 Security National Financial shares in Q3 2019, an estimated $74K.
FDx Advisors first reported a position in Security National Financial in Q3 2017 and held it in 6 quarters.
FDx Advisors's Security National Financial position peaked at $95K in Q1 2018.
26 funds tracked by Wall St. Rank held Security National Financial as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.