Security National Trust’s Chemours CC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-20	Closed	-$1K	–	379
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	385
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	382
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	383
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	391
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	406
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	417
2016 Q4	$0	Sell	20 -120	-86%	-$2.46K	﹤0.01%	432
2016 Q3	$2K	Sell	140 -348	-71%	-$3.97K	﹤0.01%	437
2016 Q2	$4K	Sell	488 -1,238	-72%	-$11K	﹤0.01%	425
2016 Q1	$12K	Sell	1,726 -370	-18%	-$1.86K	﹤0.01%	362
2015 Q4	$12K	Sell	2,096 -613	-23%	-$3.92K	﹤0.01%	358
2015 Q3	$18K	Buy	+2,709	New	+$28.4K	0.01%	336

Other funds holding CC

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return