Security National Bank’s Kroger KR Stock Holding History

Security National Bank’s Portfolio KR Stock Details KR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-48,379	Closed	-$1.43M	–	66
2017 Q1	$1.43M	Buy	+48,379	New	+$1.55M	1.07%	36

Other funds holding KR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Security National Bank's KR Position: Q2 2017 in Review

Security National Bank sold out of Kroger (KR) in Q2 2017, closing a stake of 48,379 shares — an estimated $1.43M sold.

Security National Bank first reported a position in KR in Q1 2017 and held it in 1 quarter. The position peaked at $1.43M in Q1 2017. 754 funds tracked by Wall St. Rank hold KR as of Q2 2017.

Security National Bank reported no remaining Kroger position as of Q2 2017 after selling out during the quarter.
Security National Bank sold 48,379 Kroger shares in Q2 2017, an estimated $1.43M.
Security National Bank first reported a position in Kroger in Q1 2017 and held it in 1 quarter.
Security National Bank's Kroger position peaked at $1.43M in Q1 2017.
754 funds tracked by Wall St. Rank held Kroger as of Q2 2017.

Based on Security National Bank's 13F filing for Q2 2017, filed 3 Jan 2018.