Security National Trust’s FUSION-IO INC COM FIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-1,150
Closed -$13K 561
2014
Q2
$13K Hold
1,150
0.01% 396
2014
Q1
$12K Sell
1,150
-300
-21% -$3.17K ﹤0.01% 398
2013
Q4
$13K Sell
1,450
-3,400
-70% -$36.7K 0.01% 388
2013
Q3
$65K Sell
4,850
-400
-8% -$5.27K 0.03% 242
2013
Q2
$75K Buy
+5,250
New +$78.9K 0.04% 228

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

Security National Trust sold out of FUSION-IO INC COM (FIO) in Q3 2014, closing a stake of 1,150 shares — an estimated $13K sold.

Security National Trust first reported a position in FIO in Q2 2013 and held it in 5 quarters. The position peaked at $75K in Q2 2013. 0 funds tracked by Wall St. Rank hold FIO as of Q3 2014.

  • Security National Trust reported no remaining FUSION-IO INC COM position as of Q3 2014 after selling out during the quarter.
  • Security National Trust sold 1,150 FUSION-IO INC COM shares in Q3 2014, an estimated $13K.
  • Security National Trust first reported a position in FUSION-IO INC COM in Q2 2013 and held it in 5 quarters.
  • Security National Trust's FUSION-IO INC COM position peaked at $75K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held FUSION-IO INC COM as of Q3 2014.

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