Security National Bank of Sioux City Iowa’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Security National Bank of Sioux City Iowa’s Portfolio EFAX Stock Details EFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,500	Closed	-$220K	–	96
2019 Q3	$220K	Hold	6,500	–	–	0.25%	80
2019 Q2	$220K	Hold	6,500	–	–	0.26%	76
2019 Q1	$216K	Buy	+6,500	New	+$210K	0.25%	80

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LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Security National Bank of Sioux City Iowa's EFAX Position: Q4 2019 in Review

Security National Bank of Sioux City Iowa sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2019, closing a stake of 6,500 shares — an estimated $220K sold.

Security National Bank of Sioux City Iowa first reported a position in EFAX in Q1 2019 and held it in 3 quarters. The position peaked at $220K in Q3 2019. 30 funds tracked by Wall St. Rank hold EFAX as of Q4 2019.

Security National Bank of Sioux City Iowa reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2019 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 6,500 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2019, an estimated $220K.
Security National Bank of Sioux City Iowa first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2019 and held it in 3 quarters.
Security National Bank of Sioux City Iowa's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $220K in Q3 2019.
30 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2019.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2019, filed 13 Feb 2020.