Security National Trust’s One Liberty Properties OLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-300	Closed	-$7K	–	422
2017 Q1	$7K	Sell	300 -50	-14%	-$1.19K	﹤0.01%	383
2016 Q4	$9K	Hold	350	–	–	﹤0.01%	374
2016 Q3	$8K	Hold	350	–	–	﹤0.01%	389
2016 Q2	$8K	Hold	350	–	–	﹤0.01%	383
2016 Q1	$8K	Hold	350	–	–	﹤0.01%	387
2015 Q4	$8K	Hold	350	–	–	﹤0.01%	384
2015 Q3	$7K	Hold	350	–	–	﹤0.01%	399
2015 Q2	$7K	Sell	350 -50	-13%	-$1.13K	﹤0.01%	420
2015 Q1	$10K	Hold	400	–	–	﹤0.01%	402
2014 Q4	$9K	Hold	400	–	–	﹤0.01%	422
2014 Q3	$8K	Buy	+400	New	+$8.5K	﹤0.01%	431
2014 Q1	–	Sell	-1,000	Closed	-$20K	–	538
2013 Q4	$20K	Buy	+1,000	New	+$20.7K	0.01%	349

Other funds holding OLP

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Security National Trust's OLP Position: Q2 2017 in Review

Security National Trust sold out of One Liberty Properties (OLP) in Q2 2017, closing a stake of 300 shares — an estimated $7K sold.

Security National Trust first reported a position in OLP in Q4 2013 and held it in 12 quarters. The position peaked at $20K in Q4 2013. 98 funds tracked by Wall St. Rank hold OLP as of Q2 2017.

Security National Trust reported no remaining One Liberty Properties position as of Q2 2017 after selling out during the quarter.
Security National Trust sold 300 One Liberty Properties shares in Q2 2017, an estimated $7K.
Security National Trust first reported a position in One Liberty Properties in Q4 2013 and held it in 12 quarters.
Security National Trust's One Liberty Properties position peaked at $20K in Q4 2013.
98 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2017.

Based on Security National Trust's 13F filing for Q2 2017, filed 4 Aug 2017.