Security National Trust’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-30	Closed	-$2K	–	534
2013 Q4	$2K	Hold	30	–	–	﹤0.01%	501
2013 Q3	$2K	Hold	30	–	–	﹤0.01%	488
2013 Q2	$2K	Buy	+30	New	+$2.12K	﹤0.01%	478

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Security National Trust's IYR Position: Q1 2014 in Review

Security National Trust sold out of iShares US Real Estate ETF (IYR) in Q1 2014, closing a stake of 30 shares — an estimated $2K sold.

Security National Trust first reported a position in IYR in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 296 funds tracked by Wall St. Rank hold IYR as of Q1 2014.

Security National Trust reported no remaining iShares US Real Estate ETF position as of Q1 2014 after selling out during the quarter.
Security National Trust sold 30 iShares US Real Estate ETF shares in Q1 2014, an estimated $2K.
Security National Trust first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 3 quarters.
Security National Trust's iShares US Real Estate ETF position peaked at $2K in Q4 2013.
296 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2014.

Based on Security National Trust's 13F filing for Q1 2014, filed 12 May 2014.