Security National Trust’s General Motors GM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-199	Closed	-$7K	–	408
2017 Q2	$7K	Hold	199	–	–	﹤0.01%	379
2017 Q1	$7K	Hold	199	–	–	﹤0.01%	380
2016 Q4	$7K	Hold	199	–	–	﹤0.01%	386
2016 Q3	$6K	Hold	199	–	–	﹤0.01%	407
2016 Q2	$6K	Buy	+199	New	+$6.04K	﹤0.01%	402
2015 Q1	–	Sell	-770	Closed	-$27K	–	489
2014 Q4	$27K	Buy	770 +442	+135%	+$14.1K	0.01%	325
2014 Q3	$10K	Buy	328 +146	+80%	+$5.09K	﹤0.01%	410
2014 Q2	$7K	Hold	182	–	–	﹤0.01%	439
2014 Q1	$6K	Hold	182	–	–	﹤0.01%	448
2013 Q4	$7K	Hold	182	–	–	﹤0.01%	437
2013 Q3	$7K	Buy	+182	New	+$6.53K	﹤0.01%	418

Other funds holding GM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Security National Trust's GM Position: Q3 2017 in Review

Security National Trust sold out of General Motors (GM) in Q3 2017, closing a stake of 199 shares — an estimated $7K sold.

Security National Trust first reported a position in GM in Q3 2013 and held it in 11 quarters. The position peaked at $27K in Q4 2014. 972 funds tracked by Wall St. Rank hold GM as of Q3 2017.

Security National Trust reported no remaining General Motors position as of Q3 2017 after selling out during the quarter.
Security National Trust sold 199 General Motors shares in Q3 2017, an estimated $7K.
Security National Trust first reported a position in General Motors in Q3 2013 and held it in 11 quarters.
Security National Trust's General Motors position peaked at $27K in Q4 2014.
972 funds tracked by Wall St. Rank held General Motors as of Q3 2017.

Based on Security National Trust's 13F filing for Q3 2017, filed 8 Nov 2017.