Security National Trust’s Shire pic SHPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-88	Closed	-$15K	–	387
2018 Q4	$15K	Hold	88	–	–	0.01%	298
2018 Q3	$16K	Sell	88 -794	-90%	-$137K	0.01%	312
2018 Q2	$149K	Sell	882 -314	-26%	-$50.6K	0.05%	185
2018 Q1	$179K	Sell	1,196 -36	-3%	-$4.96K	0.06%	168
2017 Q4	$191K	Sell	1,232 -184	-13%	-$27.3K	0.06%	168
2017 Q3	$216K	Sell	1,416 -741	-34%	-$116K	0.07%	164
2017 Q2	$357K	Sell	2,157 -823	-28%	-$144K	0.12%	130
2017 Q1	$519K	Sell	2,980 -166	-5%	-$29K	0.17%	108
2016 Q4	$536K	Sell	3,146 -296	-9%	-$52.5K	0.19%	105
2016 Q3	$668K	Sell	3,442 -37	-1%	-$7.22K	0.24%	90
2016 Q2	$641K	Buy	+3,479	New	+$628K	0.24%	91

Other funds holding SHPG

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Security National Trust's SHPG Position: Q1 2019 in Review

Security National Trust sold out of Shire pic (SHPG) in Q1 2019, closing a stake of 88 shares — an estimated $15K sold.

Security National Trust first reported a position in SHPG in Q2 2016 and held it in 11 quarters. The position peaked at $668K in Q3 2016. 3 funds tracked by Wall St. Rank hold SHPG as of Q1 2019.

Security National Trust reported no remaining Shire pic position as of Q1 2019 after selling out during the quarter.
Security National Trust sold 88 Shire pic shares in Q1 2019, an estimated $15K.
Security National Trust first reported a position in Shire pic in Q2 2016 and held it in 11 quarters.
Security National Trust's Shire pic position peaked at $668K in Q3 2016.
3 funds tracked by Wall St. Rank held Shire pic as of Q1 2019.

Based on Security National Trust's 13F filing for Q1 2019, filed 25 Apr 2019.