Security National Trust’s KB Home KBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-20	Closed	–	–	493
2014 Q4	$0	Buy	+20	New	+$321	﹤0.01%	511

Other funds holding KBH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Security National Trust sold out of KB Home (KBH) in Q1 2015, closing a stake of 20 shares.

Security National Trust first reported a position in KBH in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 188 funds tracked by Wall St. Rank hold KBH as of Q1 2015.

Security National Trust reported no remaining KB Home position as of Q1 2015 after selling out during the quarter.
Security National Trust sold 20 KB Home shares in Q1 2015.
Security National Trust first reported a position in KB Home in Q4 2014 and held it in 1 quarter.
Security National Trust's KB Home position peaked at $0 in Q4 2014.
188 funds tracked by Wall St. Rank held KB Home as of Q1 2015.

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