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PDT Partners’s Security National Financial SNFCA Stock Holding History

PDT Partners’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
-27,919
Closed -$86K – 1697
2013
Q2 		$86K Buy
+27,919
New +$107K ﹤0.01% 1447

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

PDT Partners's SNFCA Position: Q3 2013 in Review

PDT Partners sold out of Security National Financial (SNFCA) in Q3 2013, closing a stake of 27,919 shares — an estimated $86K sold.

PDT Partners first reported a position in SNFCA in Q2 2013 and held it in 1 quarter. The position peaked at $86K in Q2 2013. 21 funds tracked by Wall St. Rank hold SNFCA as of Q3 2013.

  • PDT Partners reported no remaining Security National Financial position as of Q3 2013 after selling out during the quarter.
  • PDT Partners sold 27,919 Security National Financial shares in Q3 2013, an estimated $86K.
  • PDT Partners first reported a position in Security National Financial in Q2 2013 and held it in 1 quarter.
  • PDT Partners's Security National Financial position peaked at $86K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held Security National Financial as of Q3 2013.

Based on PDT Partners's 13F filing for Q3 2013, filed 14 Nov 2013.