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Security National Trust’s CVR Partners UAN Stock Holding History

Security National Trust’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-200
Closed -$33K – 542
2013
Q4 		$33K Hold
200
– – 0.01% 308
2013
Q3 		$35K Hold
200
– – 0.02% 289
2013
Q2 		$45K Buy
+200
New +$49.2K 0.02% 267

Other funds holding UAN

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Security National Trust's UAN Position: Q1 2014 in Review

Security National Trust sold out of CVR Partners (UAN) in Q1 2014, closing a stake of 200 shares — an estimated $33K sold.

Security National Trust first reported a position in UAN in Q2 2013 and held it in 3 quarters. The position peaked at $45K in Q2 2013. 79 funds tracked by Wall St. Rank hold UAN as of Q1 2014.

  • Security National Trust reported no remaining CVR Partners position as of Q1 2014 after selling out during the quarter.
  • Security National Trust sold 200 CVR Partners shares in Q1 2014, an estimated $33K.
  • Security National Trust first reported a position in CVR Partners in Q2 2013 and held it in 3 quarters.
  • Security National Trust's CVR Partners position peaked at $45K in Q2 2013.
  • 79 funds tracked by Wall St. Rank held CVR Partners as of Q1 2014.

Based on Security National Trust's 13F filing for Q1 2014, filed 12 May 2014.