SNT
ENS icon

Security National Trust’s EnerSys ENS Stock Holding History

Security National Trust’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-40
Closed -$3K – 526
2014
Q2 		$3K Hold
40
– – ﹤0.01% 494
2014
Q1 		$3K Hold
40
– – ﹤0.01% 492
2013
Q4 		$3K Hold
40
– – ﹤0.01% 485
2013
Q3 		$2K Buy
+40
New +$2.15K ﹤0.01% 484

Other funds holding ENS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Security National Trust's ENS Position: Q3 2014 in Review

Security National Trust sold out of EnerSys (ENS) in Q3 2014, closing a stake of 40 shares — an estimated $3K sold.

Security National Trust first reported a position in ENS in Q3 2013 and held it in 4 quarters. The position peaked at $3K in Q2 2014. 230 funds tracked by Wall St. Rank hold ENS as of Q3 2014.

  • Security National Trust reported no remaining EnerSys position as of Q3 2014 after selling out during the quarter.
  • Security National Trust sold 40 EnerSys shares in Q3 2014, an estimated $3K.
  • Security National Trust first reported a position in EnerSys in Q3 2013 and held it in 4 quarters.
  • Security National Trust's EnerSys position peaked at $3K in Q2 2014.
  • 230 funds tracked by Wall St. Rank held EnerSys as of Q3 2014.

Based on Security National Trust's 13F filing for Q3 2014, filed 5 Nov 2014.