Security National Trust’s KLA KLAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-640	Closed	-$7K	–	396
2017 Q4	$7K	Buy	+640	New	+$6.75K	﹤0.01%	353
2017 Q2	–	Sell	-980	Closed	-$9K	–	419
2017 Q1	$9K	Buy	+980	New	+$8.63K	﹤0.01%	368
2016 Q1	–	Sell	-3,080	Closed	-$21K	–	472
2015 Q4	$21K	Buy	3,080 +470	+18%	+$3.01K	0.01%	321
2015 Q3	$13K	Sell	2,610 -1,190	-31%	-$6.12K	0.01%	358
2015 Q2	$21K	Sell	3,800 -6,470	-63%	-$37.8K	0.01%	338
2015 Q1	$60K	Sell	10,270 -700	-6%	-$4.48K	0.02%	269
2014 Q4	$77K	Buy	10,970 +2,150	+24%	+$15.9K	0.03%	246
2014 Q3	$69K	Buy	8,820 +460	+6%	+$3.47K	0.03%	252
2014 Q2	$61K	Buy	8,360 +1,190	+17%	+$7.9K	0.02%	260
2014 Q1	$50K	Hold	7,170	–	–	0.02%	278
2013 Q4	$46K	Buy	+7,170	New	+$45.2K	0.02%	280

Other funds holding KLAC

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Security National Trust's KLAC Position: Q1 2018 in Review

Security National Trust sold out of KLA (KLAC) in Q1 2018, closing a stake of 640 shares — an estimated $7K sold.

Security National Trust first reported a position in KLAC in Q4 2013 and held it in 11 quarters. The position peaked at $77K in Q4 2014. 617 funds tracked by Wall St. Rank hold KLAC as of Q1 2018.

Security National Trust reported no remaining KLA position as of Q1 2018 after selling out during the quarter.
Security National Trust sold 640 KLA shares in Q1 2018, an estimated $7K.
Security National Trust first reported a position in KLA in Q4 2013 and held it in 11 quarters.
Security National Trust's KLA position peaked at $77K in Q4 2014.
617 funds tracked by Wall St. Rank held KLA as of Q1 2018.

Based on Security National Trust's 13F filing for Q1 2018, filed 4 May 2018.