Security National Trust’s Toyota TM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-275	Closed	-$32K	–	521
2014 Q3	$32K	Hold	275	–	–	0.01%	306
2014 Q2	$33K	Hold	275	–	–	0.01%	311
2014 Q1	$31K	Hold	275	–	–	0.01%	317
2013 Q4	$34K	Hold	275	–	–	0.01%	307
2013 Q3	$35K	Buy	+275	New	+$35K	0.02%	288

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Security National Trust's TM Position: Q4 2014 in Review

Security National Trust sold out of Toyota (TM) in Q4 2014, closing a stake of 275 shares — an estimated $32K sold.

Security National Trust first reported a position in TM in Q3 2013 and held it in 5 quarters. The position peaked at $35K in Q3 2013. 353 funds tracked by Wall St. Rank hold TM as of Q4 2014.

Security National Trust reported no remaining Toyota position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 275 Toyota shares in Q4 2014, an estimated $32K.
Security National Trust first reported a position in Toyota in Q3 2013 and held it in 5 quarters.
Security National Trust's Toyota position peaked at $35K in Q3 2013.
353 funds tracked by Wall St. Rank held Toyota as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.