SNT
BEAM

Security National Trust’s BEAM INC COM STK (DE) BEAM Stock Holding History

Security National Trust’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,793
Closed -$232K – 551
2014
Q1 		$232K Hold
2,793
– – 0.09% 164
2013
Q4 		$190K Buy
2,793
+100
+4% +$6.76K 0.08% 170
2013
Q3 		$174K Sell
2,693
-162
-6% -$10.4K 0.08% 167
2013
Q2 		$180K Buy
+2,855
New +$185K 0.09% 158

Security National Trust's BEAM Position: Q2 2014 in Review

Security National Trust sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 2,793 shares — an estimated $232K sold.

Security National Trust first reported a position in BEAM in Q2 2013 and held it in 4 quarters. The position peaked at $232K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Security National Trust reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Security National Trust sold 2,793 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $232K.
  • Security National Trust first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
  • Security National Trust's BEAM INC COM STK (DE) position peaked at $232K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Security National Trust's 13F filing for Q2 2014, filed 14 Jul 2014.