Security National Trust’s Rithm Capital RITM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-2,000	Closed	-$25K	–	541
2014 Q2	$25K	Hold	2,000	–	–	0.01%	333
2014 Q1	$26K	Hold	2,000	–	–	0.01%	331
2013 Q4	$27K	Hold	2,000	–	–	0.01%	321
2013 Q3	$26K	Hold	2,000	–	–	0.01%	309
2013 Q2	$27K	Buy	+2,000	New	+$26.7K	0.01%	302

Other funds holding RITM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

OCM

Osterweis Capital Management San Francisco, California $2.12B AUM 32.36% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Security National Trust's RITM Position: Q3 2014 in Review

Security National Trust sold out of Rithm Capital (RITM) in Q3 2014, closing a stake of 2,000 shares — an estimated $25K sold.

Security National Trust first reported a position in RITM in Q2 2013 and held it in 5 quarters. The position peaked at $27K in Q4 2013. 182 funds tracked by Wall St. Rank hold RITM as of Q3 2014.

Security National Trust reported no remaining Rithm Capital position as of Q3 2014 after selling out during the quarter.
Security National Trust sold 2,000 Rithm Capital shares in Q3 2014, an estimated $25K.
Security National Trust first reported a position in Rithm Capital in Q2 2013 and held it in 5 quarters.
Security National Trust's Rithm Capital position peaked at $27K in Q4 2013.
182 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2014.

Based on Security National Trust's 13F filing for Q3 2014, filed 5 Nov 2014.