Security National Trust’s Barclays ETN+ FI Enhanced Global High Yield ETN FIGY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-787	Closed	-$96K	–	527
2014 Q3	$96K	Hold	787	–	–	0.04%	222
2014 Q2	$103K	Hold	787	–	–	0.04%	217
2014 Q1	$94K	Hold	787	–	–	0.04%	225
2013 Q4	$90K	Hold	787	–	–	0.04%	223
2013 Q3	$80K	Buy	+787	New	+$76.4K	0.04%	224

Other funds holding FIGY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SLG

Stanley-Laman Group Berwyn, Pennsylvania $984M AUM 72.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Security National Trust's FIGY Position: Q4 2014 in Review

Security National Trust sold out of Barclays ETN+ FI Enhanced Global High Yield ETN (FIGY) in Q4 2014, closing a stake of 787 shares — an estimated $96K sold.

Security National Trust first reported a position in FIGY in Q3 2013 and held it in 5 quarters. The position peaked at $103K in Q2 2014. 24 funds tracked by Wall St. Rank hold FIGY as of Q4 2014.

Security National Trust reported no remaining Barclays ETN+ FI Enhanced Global High Yield ETN position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 787 Barclays ETN+ FI Enhanced Global High Yield ETN shares in Q4 2014, an estimated $96K.
Security National Trust first reported a position in Barclays ETN+ FI Enhanced Global High Yield ETN in Q3 2013 and held it in 5 quarters.
Security National Trust's Barclays ETN+ FI Enhanced Global High Yield ETN position peaked at $103K in Q2 2014.
24 funds tracked by Wall St. Rank held Barclays ETN+ FI Enhanced Global High Yield ETN as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.