Security National Trust’s Transocean RIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-81	Closed	-$4K	–	545
2013 Q3	$4K	Sell	81 -50	-38%	-$2.36K	﹤0.01%	456
2013 Q2	$6K	Buy	+131	New	+$6.68K	﹤0.01%	419

Other funds holding RIG

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Security National Trust sold out of Transocean (RIG) in Q4 2013, closing a stake of 81 shares — an estimated $4K sold.

Security National Trust first reported a position in RIG in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q2 2013. 530 funds tracked by Wall St. Rank hold RIG as of Q4 2013.

Security National Trust reported no remaining Transocean position as of Q4 2013 after selling out during the quarter.
Security National Trust sold 81 Transocean shares in Q4 2013, an estimated $4K.
Security National Trust first reported a position in Transocean in Q2 2013 and held it in 2 quarters.
Security National Trust's Transocean position peaked at $6K in Q2 2013.
530 funds tracked by Wall St. Rank held Transocean as of Q4 2013.

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