Security National Trust’s Equity Commonwealth EQC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-100	Closed	-$3K	–	548
2014 Q2	$3K	Hold	100	–	–	﹤0.01%	499
2014 Q1	$3K	Hold	100	–	–	﹤0.01%	499
2013 Q4	$2K	Hold	100	–	–	﹤0.01%	510
2013 Q3	$2K	Hold	100	–	–	﹤0.01%	497
2013 Q2	$2K	Buy	+100	New	+$2.16K	﹤0.01%	486

Other funds holding EQC

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

SAS

Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return

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

Security National Trust sold out of Equity Commonwealth (EQC) in Q3 2014, closing a stake of 100 shares — an estimated $3K sold.

Security National Trust first reported a position in EQC in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 198 funds tracked by Wall St. Rank hold EQC as of Q3 2014.

Security National Trust reported no remaining Equity Commonwealth position as of Q3 2014 after selling out during the quarter.
Security National Trust sold 100 Equity Commonwealth shares in Q3 2014, an estimated $3K.
Security National Trust first reported a position in Equity Commonwealth in Q2 2013 and held it in 5 quarters.
Security National Trust's Equity Commonwealth position peaked at $3K in Q2 2014.
198 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2014.

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