Security National Trust’s Commault Systems CVLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,500	Closed	-$97K	–	370
2019 Q1	$97K	Hold	1,500	–	–	0.03%	210
2018 Q4	$89K	Hold	1,500	–	–	0.03%	201
2018 Q3	$105K	Hold	1,500	–	–	0.03%	209
2018 Q2	$99K	Buy	+1,500	New	+$103K	0.03%	217

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Security National Trust's CVLT Position: Q2 2019 in Review

Security National Trust sold out of Commault Systems (CVLT) in Q2 2019, closing a stake of 1,500 shares — an estimated $97K sold.

Security National Trust first reported a position in CVLT in Q2 2018 and held it in 4 quarters. The position peaked at $105K in Q3 2018. 217 funds tracked by Wall St. Rank hold CVLT as of Q2 2019.

Security National Trust reported no remaining Commault Systems position as of Q2 2019 after selling out during the quarter.
Security National Trust sold 1,500 Commault Systems shares in Q2 2019, an estimated $97K.
Security National Trust first reported a position in Commault Systems in Q2 2018 and held it in 4 quarters.
Security National Trust's Commault Systems position peaked at $105K in Q3 2018.
217 funds tracked by Wall St. Rank held Commault Systems as of Q2 2019.

Based on Security National Trust's 13F filing for Q2 2019, filed 15 Aug 2019.