Security National Trust’s Easterly Government Properties DEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,200	Closed	-$171K	–	390
2017 Q4	$171K	Hold	3,200	–	–	0.06%	178
2017 Q3	$165K	Hold	3,200	–	–	0.05%	187
2017 Q2	$168K	Hold	3,200	–	–	0.06%	180
2017 Q1	$158K	Hold	3,200	–	–	0.05%	184
2016 Q4	$160K	Hold	3,200	–	–	0.06%	182
2016 Q3	$153K	Hold	3,200	–	–	0.06%	186
2016 Q2	$158K	Buy	+3,200	New	+$149K	0.06%	184

Other funds holding DEA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Security National Trust sold out of Easterly Government Properties (DEA) in Q1 2018, closing a stake of 3,200 shares — an estimated $171K sold.

Security National Trust first reported a position in DEA in Q2 2016 and held it in 7 quarters. The position peaked at $171K in Q4 2017. 167 funds tracked by Wall St. Rank hold DEA as of Q1 2018.

Security National Trust reported no remaining Easterly Government Properties position as of Q1 2018 after selling out during the quarter.
Security National Trust sold 3,200 Easterly Government Properties shares in Q1 2018, an estimated $171K.
Security National Trust first reported a position in Easterly Government Properties in Q2 2016 and held it in 7 quarters.
Security National Trust's Easterly Government Properties position peaked at $171K in Q4 2017.
167 funds tracked by Wall St. Rank held Easterly Government Properties as of Q1 2018.

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