SNT
SH icon

Security National Trust’s ProShares Short S&P500 SH Stock Holding History

Security National Trust’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$28K Hold
450
– – 0.01% 306
2021
Q2 		$28K Hold
450
– – 0.01% 314
2021
Q1 		$30K Hold
450
– – 0.01% 301
2020
Q4 		$32K Sell
450
-988
-69% -$75.5K 0.01% 289
2020
Q3 		$117K Sell
1,438
-62
-4% -$5.15K 0.03% 193
2020
Q2 		$134K Hold
1,500
– – 0.04% 184
2020
Q1 		$166K Buy
+1,500
New +$152K 0.06% 149

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return

Security National Trust's SH Position: Q3 2021 in Review

Security National Trust held its ProShares Short S&P500 (SH) position steady in Q3 2021 at 450 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #306.

Security National Trust first reported a position in SH in Q1 2020 and has held it in 7 quarters since. The position peaked at $166K in Q1 2020. 169 funds tracked by Wall St. Rank hold SH as of Q3 2021.

  • Security National Trust held 450 shares of ProShares Short S&P500 worth $28K as of Q3 2021.
  • Security National Trust left its ProShares Short S&P500 share count unchanged in Q3 2021.
  • ProShares Short S&P500 made up 0.01% of Security National Trust's portfolio in Q3 2021, its #306 holding.
  • Security National Trust first reported a position in ProShares Short S&P500 in Q1 2020 and has held it in 7 quarters since.
  • Security National Trust's ProShares Short S&P500 position peaked at $166K in Q1 2020.
  • 169 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.