Security National Trust’s Hartford Financial Services HIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-239	Closed	-$11K	–	377
2018 Q4	$11K	Hold	239	–	–	﹤0.01%	315
2018 Q3	$12K	Hold	239	–	–	﹤0.01%	328
2018 Q2	$12K	Hold	239	–	–	﹤0.01%	334
2018 Q1	$12K	Hold	239	–	–	﹤0.01%	330
2017 Q4	$13K	Hold	239	–	–	﹤0.01%	326
2017 Q3	$13K	Hold	239	–	–	﹤0.01%	332
2017 Q2	$13K	Hold	239	–	–	﹤0.01%	349
2017 Q1	$11K	Buy	+239	New	+$11.6K	﹤0.01%	357
2016 Q3	–	Sell	-117	Closed	-$5K	–	462
2016 Q2	$5K	Hold	117	–	–	﹤0.01%	417
2016 Q1	$5K	Hold	117	–	–	﹤0.01%	413
2015 Q4	$5K	Buy	+117	New	+$5.36K	﹤0.01%	411
2015 Q2	–	Sell	-3	Closed	–	–	476
2015 Q1	$0	Sell	3 -516	-99%	-$21.1K	﹤0.01%	490
2014 Q4	$22K	Buy	519 +251	+94%	+$9.93K	0.01%	344
2014 Q3	$10K	Buy	268 +68	+34%	+$2.46K	﹤0.01%	411
2014 Q2	$7K	Hold	200	–	–	﹤0.01%	440
2014 Q1	$7K	Hold	200	–	–	﹤0.01%	436
2013 Q4	$7K	Sell	200 -60	-23%	-$2.07K	﹤0.01%	438
2013 Q3	$8K	Buy	260 +18	+7%	+$562	﹤0.01%	410
2013 Q2	$7K	Buy	+242	New	+$6.98K	﹤0.01%	408

Other funds holding HIG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Security National Trust's HIG Position: Q1 2019 in Review

Security National Trust sold out of Hartford Financial Services (HIG) in Q1 2019, closing a stake of 239 shares — an estimated $11K sold.

Security National Trust first reported a position in HIG in Q2 2013 and held it in 19 quarters. The position peaked at $22K in Q4 2014. 634 funds tracked by Wall St. Rank hold HIG as of Q1 2019.

Security National Trust reported no remaining Hartford Financial Services position as of Q1 2019 after selling out during the quarter.
Security National Trust sold 239 Hartford Financial Services shares in Q1 2019, an estimated $11K.
Security National Trust first reported a position in Hartford Financial Services in Q2 2013 and held it in 19 quarters.
Security National Trust's Hartford Financial Services position peaked at $22K in Q4 2014.
634 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2019.

Based on Security National Trust's 13F filing for Q1 2019, filed 25 Apr 2019.