Security National Trust’s INTERVEST BANCSHARES CORP COM IBCA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-700	Closed	-$7K	–	526
2014 Q4	$7K	Hold	700	–	–	﹤0.01%	445
2014 Q3	$7K	Hold	700	–	–	﹤0.01%	448
2014 Q2	$5K	Hold	700	–	–	﹤0.01%	476
2014 Q1	$5K	Hold	700	–	–	﹤0.01%	473
2013 Q4	$5K	Hold	700	–	–	﹤0.01%	468
2013 Q3	$6K	Hold	700	–	–	﹤0.01%	435
2013 Q2	$5K	Buy	+700	New	+$4.31K	﹤0.01%	433

Other funds holding IBCA

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Security National Trust's IBCA Position: Q1 2015 in Review

Security National Trust sold out of INTERVEST BANCSHARES CORP COM (IBCA) in Q1 2015, closing a stake of 700 shares — an estimated $7K sold.

Security National Trust first reported a position in IBCA in Q2 2013 and held it in 7 quarters. The position peaked at $7K in Q4 2014. 1 fund tracked by Wall St. Rank holds IBCA as of Q1 2015.

Security National Trust reported no remaining INTERVEST BANCSHARES CORP COM position as of Q1 2015 after selling out during the quarter.
Security National Trust sold 700 INTERVEST BANCSHARES CORP COM shares in Q1 2015, an estimated $7K.
Security National Trust first reported a position in INTERVEST BANCSHARES CORP COM in Q2 2013 and held it in 7 quarters.
Security National Trust's INTERVEST BANCSHARES CORP COM position peaked at $7K in Q4 2014.
1 fund tracked by Wall St. Rank held INTERVEST BANCSHARES CORP COM as of Q1 2015.

Based on Security National Trust's 13F filing for Q1 2015, filed 30 Apr 2015.