Security National Trust’s AdvanSix ASIX Stock Holding History

Security National Trust’s Portfolio ASIX Stock Details ASIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-16	Closed	-$1K	–	366
2018 Q3	$1K	Hold	16	–	–	﹤0.01%	372
2018 Q2	$1K	Hold	16	–	–	﹤0.01%	384
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	381
2017 Q4	$1K	Hold	16	–	–	﹤0.01%	382
2017 Q3	$1K	Hold	16	–	–	﹤0.01%	390
2017 Q2	$0	Hold	16	–	–	﹤0.01%	414
2017 Q1	$0	Sell	16 -66	-80%	-$1.71K	﹤0.01%	423
2016 Q4	$2K	Buy	+82	New	+$1.47K	﹤0.01%	414

Other funds holding ASIX

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

FVP

Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Security National Trust's ASIX Position: Q4 2018 in Review

Security National Trust sold out of AdvanSix (ASIX) in Q4 2018, closing a stake of 16 shares — an estimated $1K sold.

Security National Trust first reported a position in ASIX in Q4 2016 and held it in 8 quarters. The position peaked at $2K in Q4 2016. 354 funds tracked by Wall St. Rank hold ASIX as of Q4 2018.

Security National Trust reported no remaining AdvanSix position as of Q4 2018 after selling out during the quarter.
Security National Trust sold 16 AdvanSix shares in Q4 2018, an estimated $1K.
Security National Trust first reported a position in AdvanSix in Q4 2016 and held it in 8 quarters.
Security National Trust's AdvanSix position peaked at $2K in Q4 2016.
354 funds tracked by Wall St. Rank held AdvanSix as of Q4 2018.

Based on Security National Trust's 13F filing for Q4 2018, filed 25 Jan 2019.