SNT
SE

Security National Trust’s Spectra Energy Corp Wi SE Stock Holding History

Security National Trust’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,368
Closed -$139K – 445
2016
Q4 		$139K Sell
3,368
-1
-0% -$41 0.05% 196
2016
Q3 		$144K Buy
3,369
+1,165
+53% +$44.4K 0.05% 194
2016
Q2 		$81K Hold
2,204
– – 0.03% 237
2016
Q1 		$68K Buy
2,204
+600
+37% +$16.9K 0.03% 243
2015
Q4 		$38K Sell
1,604
-100
-6% -$2.66K 0.01% 285
2015
Q3 		$45K Hold
1,704
– – 0.02% 279
2015
Q2 		$56K Hold
1,704
– – 0.02% 271
2015
Q1 		$62K Hold
1,704
– – 0.02% 266
2014
Q4 		$62K Hold
1,704
– – 0.02% 261
2014
Q3 		$67K Hold
1,704
– – 0.03% 254
2014
Q2 		$73K Sell
1,704
-500
-23% -$20K 0.03% 251
2014
Q1 		$82K Buy
2,204
+359
+19% +$13K 0.03% 237
2013
Q4 		$66K Hold
1,845
– – 0.03% 254
2013
Q3 		$63K Hold
1,845
– – 0.03% 244
2013
Q2 		$63K Buy
+1,845
New +$58.1K 0.03% 245

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BFG
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LAM
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FNB
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KB
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KF
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JWA
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