Globeflex Capital’s Security National Financial SNFCA Stock Holding History

Globeflex Capital’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
2015 Q4	–	Sell	-186	Closed	-$1K	–	503
2015 Q3	$1K	Hold	186	–	–	﹤0.01%	457
2015 Q2	$1K	Hold	186	–	–	﹤0.01%	462
2015 Q1	$1K	Sell	186 -97	-34%	-$323	﹤0.01%	464
2014 Q4	$1K	Sell	283 -46	-14%	-$126	﹤0.01%	462
2014 Q3	$1K	Sell	329 -102	-24%	-$250	﹤0.01%	481
2014 Q2	$0	Sell	431 -84	-16%	-$185	﹤0.01%	664
2014 Q1	$1K	Sell	515 -1	-0.2%	-$2	﹤0.01%	539
2013 Q4	$1K	Buy	516 +164	+47%	+$448	﹤0.01%	538
2013 Q3	$1K	Buy	+352	New	+$1.1K	﹤0.01%	529

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

EGA

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Globeflex Capital's SNFCA Position: Q4 2015 in Review

Globeflex Capital sold out of Security National Financial (SNFCA) in Q4 2015, closing a stake of 186 shares — an estimated $1K sold.

Globeflex Capital first reported a position in SNFCA in Q3 2013 and held it in 9 quarters. The position peaked at $1K in Q3 2015. 32 funds tracked by Wall St. Rank hold SNFCA as of Q4 2015.

Globeflex Capital reported no remaining Security National Financial position as of Q4 2015 after selling out during the quarter.
Globeflex Capital sold 186 Security National Financial shares in Q4 2015, an estimated $1K.
Globeflex Capital first reported a position in Security National Financial in Q3 2013 and held it in 9 quarters.
Globeflex Capital's Security National Financial position peaked at $1K in Q3 2015.
32 funds tracked by Wall St. Rank held Security National Financial as of Q4 2015.

Based on Globeflex Capital's 13F filing for Q4 2015, filed 10 Feb 2016.