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Parametric Portfolio Associates’s Security National Financial SNFCA Stock Holding History

Parametric Portfolio Associates’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
-42,666
Closed -$131K – 3834
2013
Q2 		$131K Buy
+42,666
New +$164K ﹤0.01% 3559

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

Parametric Portfolio Associates's SNFCA Position: Q3 2013 in Review

Parametric Portfolio Associates sold out of Security National Financial (SNFCA) in Q3 2013, closing a stake of 42,666 shares — an estimated $131K sold.

Parametric Portfolio Associates first reported a position in SNFCA in Q2 2013 and held it in 1 quarter. The position peaked at $131K in Q2 2013. 21 funds tracked by Wall St. Rank hold SNFCA as of Q3 2013.

  • Parametric Portfolio Associates reported no remaining Security National Financial position as of Q3 2013 after selling out during the quarter.
  • Parametric Portfolio Associates sold 42,666 Security National Financial shares in Q3 2013, an estimated $131K.
  • Parametric Portfolio Associates first reported a position in Security National Financial in Q2 2013 and held it in 1 quarter.
  • Parametric Portfolio Associates's Security National Financial position peaked at $131K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held Security National Financial as of Q3 2013.

Based on Parametric Portfolio Associates's 13F filing for Q3 2013, filed 18 Oct 2013.