SNT
CART

Security National Trust’s Carolina Trust BancShares CART Stock Holding History

Security National Trust’s Portfolio CART Stock Details CART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-26,000
Closed -$76K – 554
2013
Q3 		$76K Sell
26,000
-1,000
-4% -$2.88K 0.03% 230
2013
Q2 		$67K Buy
+27,000
New +$73.7K 0.03% 236

Other funds holding CART

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SWITC
Stewart West Indies Trading Company Boulder, Colorado $1.16B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Security National Trust's CART Position: Q4 2013 in Review

Security National Trust sold out of Carolina Trust BancShares (CART) in Q4 2013, closing a stake of 26,000 shares — an estimated $76K sold.

Security National Trust first reported a position in CART in Q2 2013 and held it in 2 quarters. The position peaked at $76K in Q3 2013. 13 funds tracked by Wall St. Rank hold CART as of Q4 2013.

  • Security National Trust reported no remaining Carolina Trust BancShares position as of Q4 2013 after selling out during the quarter.
  • Security National Trust sold 26,000 Carolina Trust BancShares shares in Q4 2013, an estimated $76K.
  • Security National Trust first reported a position in Carolina Trust BancShares in Q2 2013 and held it in 2 quarters.
  • Security National Trust's Carolina Trust BancShares position peaked at $76K in Q3 2013.
  • 13 funds tracked by Wall St. Rank held Carolina Trust BancShares as of Q4 2013.

Based on Security National Trust's 13F filing for Q4 2013, filed 31 Jan 2014.