Security National Trust’s Bioverativ Inc. Common Stock BIVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-50	Closed	-$3K	–	408
2017 Q4	$3K	Hold	50	–	–	﹤0.01%	376
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	384
2017 Q2	$3K	Sell	50 -57	-53%	-$3.25K	﹤0.01%	401
2017 Q1	$6K	Buy	+107	New	+$5.27K	﹤0.01%	394

Other funds holding BIVV

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Security National Trust's BIVV Position: Q1 2018 in Review

Security National Trust sold out of Bioverativ Inc. Common Stock (BIVV) in Q1 2018, closing a stake of 50 shares — an estimated $3K sold.

Security National Trust first reported a position in BIVV in Q1 2017 and held it in 4 quarters. The position peaked at $6K in Q1 2017. 2 funds tracked by Wall St. Rank hold BIVV as of Q1 2018.

Security National Trust reported no remaining Bioverativ Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
Security National Trust sold 50 Bioverativ Inc. Common Stock shares in Q1 2018, an estimated $3K.
Security National Trust first reported a position in Bioverativ Inc. Common Stock in Q1 2017 and held it in 4 quarters.
Security National Trust's Bioverativ Inc. Common Stock position peaked at $6K in Q1 2017.
2 funds tracked by Wall St. Rank held Bioverativ Inc. Common Stock as of Q1 2018.

Based on Security National Trust's 13F filing for Q1 2018, filed 4 May 2018.