Security National Trust’s Under Armour UAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-315	Closed	-$9K	–	435
2016 Q4	$9K	Sell	315 -760	-71%	-$24.9K	﹤0.01%	376
2016 Q3	$42K	Hold	1,075	–	–	0.02%	296
2016 Q2	$43K	Sell	1,075 -465	-30%	-$18.6K	0.02%	290
2016 Q1	$65K	Buy	1,540 +560	+57%	+$22.1K	0.02%	245
2015 Q4	$39K	Buy	980 +380	+63%	+$17.3K	0.02%	283
2015 Q3	$29K	Hold	600	–	–	0.01%	308
2015 Q2	$25K	Hold	600	–	–	0.01%	326
2015 Q1	$24K	Hold	600	–	–	0.01%	339
2014 Q4	$20K	Hold	600	–	–	0.01%	353
2014 Q3	$21K	Hold	600	–	–	0.01%	343
2014 Q2	$18K	Hold	600	–	–	0.01%	360
2014 Q1	$17K	Hold	600	–	–	0.01%	364
2013 Q4	$13K	Hold	600	–	–	0.01%	385
2013 Q3	$12K	Buy	600 +400	+200%	+$7.05K	0.01%	377
2013 Q2	$3K	Buy	+200	New	+$2.91K	﹤0.01%	466

Other funds holding UAA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Security National Trust's UAA Position: Q1 2017 in Review

Security National Trust sold out of Under Armour (UAA) in Q1 2017, closing a stake of 315 shares — an estimated $9K sold.

Security National Trust first reported a position in UAA in Q2 2013 and held it in 15 quarters. The position peaked at $65K in Q1 2016. 492 funds tracked by Wall St. Rank hold UAA as of Q1 2017.

Security National Trust reported no remaining Under Armour position as of Q1 2017 after selling out during the quarter.
Security National Trust sold 315 Under Armour shares in Q1 2017, an estimated $9K.
Security National Trust first reported a position in Under Armour in Q2 2013 and held it in 15 quarters.
Security National Trust's Under Armour position peaked at $65K in Q1 2016.
492 funds tracked by Wall St. Rank held Under Armour as of Q1 2017.

Based on Security National Trust's 13F filing for Q1 2017, filed 27 Apr 2017.