Security National Trust’s Vodafone VOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-195	Closed	-$3K	–	367
2019 Q2	$3K	Hold	195	–	–	﹤0.01%	362
2019 Q1	$4K	Sell	195 -157	-45%	-$2.91K	﹤0.01%	360
2018 Q4	$7K	Sell	352 -1,465	-81%	-$29.3K	﹤0.01%	334
2018 Q3	$39K	Hold	1,817	–	–	0.01%	273
2018 Q2	$44K	Sell	1,817 -4,000	-69%	-$109K	0.01%	272
2018 Q1	$162K	Buy	5,817 +1,622	+39%	+$48.3K	0.05%	176
2017 Q4	$134K	Sell	4,195 -2,000	-32%	-$59.9K	0.04%	192
2017 Q3	$177K	Hold	6,195	–	–	0.06%	176
2017 Q2	$178K	Buy	6,195 +2,000	+48%	+$55.7K	0.06%	174
2017 Q1	$111K	Hold	4,195	–	–	0.04%	222
2016 Q4	$103K	Hold	4,195	–	–	0.04%	219
2016 Q3	$123K	Buy	4,195 +195	+5%	+$5.94K	0.04%	205
2016 Q2	$124K	Buy	4,000 +2,000	+100%	+$64.9K	0.05%	200
2016 Q1	$64K	Hold	2,000	–	–	0.02%	247
2015 Q4	$65K	Hold	2,000	–	–	0.03%	248
2015 Q3	$63K	Hold	2,000	–	–	0.02%	255
2015 Q2	$73K	Hold	2,000	–	–	0.03%	251
2015 Q1	$65K	Hold	2,000	–	–	0.02%	262
2014 Q4	$68K	Sell	2,000 -488	-20%	-$16.4K	0.02%	253
2014 Q3	$82K	Buy	2,488 +220	+10%	+$7.34K	0.03%	236
2014 Q2	$76K	Sell	2,268 -8	-0.4%	-$283	0.03%	246
2014 Q1	$83K	Sell	2,276 -1,823	-44%	-$70.3K	0.03%	235
2013 Q4	$164K	Sell	4,099 -402	-9%	-$15.1K	0.07%	178
2013 Q3	$161K	Hold	4,501	–	–	0.07%	172
2013 Q2	$131K	Buy	+4,501	New	+$134K	0.06%	181

Other funds holding VOD

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Security National Trust's VOD Position: Q3 2019 in Review

Security National Trust sold out of Vodafone (VOD) in Q3 2019, closing a stake of 195 shares — an estimated $3K sold.

Security National Trust first reported a position in VOD in Q2 2013 and held it in 25 quarters. The position peaked at $178K in Q2 2017. 520 funds tracked by Wall St. Rank hold VOD as of Q3 2019.

Security National Trust reported no remaining Vodafone position as of Q3 2019 after selling out during the quarter.
Security National Trust sold 195 Vodafone shares in Q3 2019, an estimated $3K.
Security National Trust first reported a position in Vodafone in Q2 2013 and held it in 25 quarters.
Security National Trust's Vodafone position peaked at $178K in Q2 2017.
520 funds tracked by Wall St. Rank held Vodafone as of Q3 2019.

Based on Security National Trust's 13F filing for Q3 2019, filed 1 Nov 2019.