Security National Trust’s Validus Hold Ltd VR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-27	Closed	-$1K	–	492
2015 Q4	$1K	Buy	+27	New	+$1.23K	﹤0.01%	479

Other funds holding VR

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Security National Trust's VR Position: Q1 2016 in Review

Security National Trust sold out of Validus Hold Ltd (VR) in Q1 2016, closing a stake of 27 shares — an estimated $1K sold.

Security National Trust first reported a position in VR in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 252 funds tracked by Wall St. Rank hold VR as of Q1 2016.

Security National Trust reported no remaining Validus Hold Ltd position as of Q1 2016 after selling out during the quarter.
Security National Trust sold 27 Validus Hold Ltd shares in Q1 2016, an estimated $1K.
Security National Trust first reported a position in Validus Hold Ltd in Q4 2015 and held it in 1 quarter.
Security National Trust's Validus Hold Ltd position peaked at $1K in Q4 2015.
252 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q1 2016.

Based on Security National Trust's 13F filing for Q1 2016, filed 27 Apr 2016.