SNT
PWO

Security National Trust’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

Security National Trust’s Portfolio PWO Stock Details PWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100
Closed -$6K – 568
2013
Q3 		$6K Hold
100
– – ﹤0.01% 438
2013
Q2 		$6K Buy
+100
New +$5.64K ﹤0.01% 423

Other funds holding PWO

CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Security National Trust's PWO Position: Q4 2013 in Review

Security National Trust sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q4 2013, closing a stake of 100 shares — an estimated $6K sold.

Security National Trust first reported a position in PWO in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 12 funds tracked by Wall St. Rank hold PWO as of Q4 2013.

  • Security National Trust reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q4 2013 after selling out during the quarter.
  • Security National Trust sold 100 POWER SHARES ETF DYNAMIC OTC shares in Q4 2013, an estimated $6K.
  • Security National Trust first reported a position in POWER SHARES ETF DYNAMIC OTC in Q2 2013 and held it in 2 quarters.
  • Security National Trust's POWER SHARES ETF DYNAMIC OTC position peaked at $6K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q4 2013.

Based on Security National Trust's 13F filing for Q4 2013, filed 31 Jan 2014.