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Security National Trust’s AptarGroup ATR Stock Holding History

Security National Trust’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-85
Closed -$5K – 530
2013
Q2 		$5K Buy
+85
New +$4.78K ﹤0.01% 426

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ACM
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State Street
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BIT
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
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Security National Trust's ATR Position: Q3 2013 in Review

Security National Trust sold out of AptarGroup (ATR) in Q3 2013, closing a stake of 85 shares — an estimated $5K sold.

Security National Trust first reported a position in ATR in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 240 funds tracked by Wall St. Rank hold ATR as of Q3 2013.

  • Security National Trust reported no remaining AptarGroup position as of Q3 2013 after selling out during the quarter.
  • Security National Trust sold 85 AptarGroup shares in Q3 2013, an estimated $5K.
  • Security National Trust first reported a position in AptarGroup in Q2 2013 and held it in 1 quarter.
  • Security National Trust's AptarGroup position peaked at $5K in Q2 2013.
  • 240 funds tracked by Wall St. Rank held AptarGroup as of Q3 2013.

Based on Security National Trust's 13F filing for Q3 2013, filed 15 Nov 2013.