Security National Trust’s Howmet Aerospace HWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-694	Closed	-$9K	–	384
2018 Q2	$9K	Hold	694	–	–	﹤0.01%	353
2018 Q1	$12K	Hold	694	–	–	﹤0.01%	331
2017 Q4	$14K	Hold	694	–	–	﹤0.01%	323
2017 Q3	$13K	Sell	694 -43	-6%	-$823	﹤0.01%	333
2017 Q2	$13K	Hold	737	–	–	﹤0.01%	350
2017 Q1	$15K	Hold	737	–	–	0.01%	334
2016 Q4	$10K	Buy	+737	New	+$11.1K	﹤0.01%	368

Other funds holding HWM

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

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

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

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

Security National Trust's HWM Position: Q3 2018 in Review

Security National Trust sold out of Howmet Aerospace (HWM) in Q3 2018, closing a stake of 694 shares — an estimated $9K sold.

Security National Trust first reported a position in HWM in Q4 2016 and held it in 7 quarters. The position peaked at $15K in Q1 2017. 509 funds tracked by Wall St. Rank hold HWM as of Q3 2018.

Security National Trust reported no remaining Howmet Aerospace position as of Q3 2018 after selling out during the quarter.
Security National Trust sold 694 Howmet Aerospace shares in Q3 2018, an estimated $9K.
Security National Trust first reported a position in Howmet Aerospace in Q4 2016 and held it in 7 quarters.
Security National Trust's Howmet Aerospace position peaked at $15K in Q1 2017.
509 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2018.

Based on Security National Trust's 13F filing for Q3 2018, filed 2 Nov 2018.