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Homrich & Berg’s Security National Financial SNFCA Stock Holding History

Homrich & Berg’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
-19,081
Closed -$77K – 333
2017
Q2 		$77K Buy
+19,081
New +$78.6K 0.01% 279

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
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
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Homrich & Berg's SNFCA Position: Q3 2017 in Review

Homrich & Berg sold out of Security National Financial (SNFCA) in Q3 2017, closing a stake of 19,081 shares — an estimated $77K sold.

Homrich & Berg first reported a position in SNFCA in Q2 2017 and held it in 1 quarter. The position peaked at $77K in Q2 2017. 26 funds tracked by Wall St. Rank hold SNFCA as of Q3 2017.

  • Homrich & Berg reported no remaining Security National Financial position as of Q3 2017 after selling out during the quarter.
  • Homrich & Berg sold 19,081 Security National Financial shares in Q3 2017, an estimated $77K.
  • Homrich & Berg first reported a position in Security National Financial in Q2 2017 and held it in 1 quarter.
  • Homrich & Berg's Security National Financial position peaked at $77K in Q2 2017.
  • 26 funds tracked by Wall St. Rank held Security National Financial as of Q3 2017.

Based on Homrich & Berg's 13F filing for Q3 2017, filed 14 Nov 2017.