SNT
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Security National Trust’s Flex FLEX Stock Holding History

Security National Trust’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,327
Closed -$9K – 534
2013
Q3 		$9K Hold
1,327
– – ﹤0.01% 398
2013
Q2 		$8K Buy
+1,327
New +$7.2K ﹤0.01% 395

Other funds holding FLEX

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Security National Trust's FLEX Position: Q4 2013 in Review

Security National Trust sold out of Flex (FLEX) in Q4 2013, closing a stake of 1,327 shares — an estimated $9K sold.

Security National Trust first reported a position in FLEX in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 270 funds tracked by Wall St. Rank hold FLEX as of Q4 2013.

  • Security National Trust reported no remaining Flex position as of Q4 2013 after selling out during the quarter.
  • Security National Trust sold 1,327 Flex shares in Q4 2013, an estimated $9K.
  • Security National Trust first reported a position in Flex in Q2 2013 and held it in 2 quarters.
  • Security National Trust's Flex position peaked at $9K in Q3 2013.
  • 270 funds tracked by Wall St. Rank held Flex as of Q4 2013.

Based on Security National Trust's 13F filing for Q4 2013, filed 31 Jan 2014.