Security National Trust’s Nuveen Calif Div NZH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,400	Closed	-$68K	–	462
2016 Q3	$68K	Hold	4,400	–	–	0.02%	250
2016 Q2	$70K	Hold	4,400	–	–	0.03%	245
2016 Q1	$66K	Hold	4,400	–	–	0.02%	244
2015 Q4	$62K	Hold	4,400	–	–	0.02%	251
2015 Q3	$59K	Hold	4,400	–	–	0.02%	256
2015 Q2	$56K	Hold	4,400	–	–	0.02%	272
2015 Q1	$60K	Hold	4,400	–	–	0.02%	271
2014 Q4	$60K	Hold	4,400	–	–	0.02%	263
2014 Q3	$56K	Hold	4,400	–	–	0.02%	267
2014 Q2	$56K	Hold	4,400	–	–	0.02%	270
2014 Q1	$54K	Buy	+4,400	New	+$52.7K	0.02%	273

Security National Trust's NZH Position: Q4 2016 in Review

Security National Trust sold out of Nuveen Calif Div (NZH) in Q4 2016, closing a stake of 4,400 shares — an estimated $68K sold.

Security National Trust first reported a position in NZH in Q1 2014 and held it in 11 quarters. The position peaked at $70K in Q2 2016. 0 funds tracked by Wall St. Rank hold NZH as of Q4 2016.

Security National Trust reported no remaining Nuveen Calif Div position as of Q4 2016 after selling out during the quarter.
Security National Trust sold 4,400 Nuveen Calif Div shares in Q4 2016, an estimated $68K.
Security National Trust first reported a position in Nuveen Calif Div in Q1 2014 and held it in 11 quarters.
Security National Trust's Nuveen Calif Div position peaked at $70K in Q2 2016.
0 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q4 2016.

Based on Security National Trust's 13F filing for Q4 2016, filed 10 Feb 2017.