Security National Trust’s Vertex Pharmaceuticals VRTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-185	Closed	-$28K	–	403
2017 Q4	$28K	Hold	185	–	–	0.01%	290
2017 Q3	$28K	Buy	+185	New	+$27.8K	0.01%	293
2016 Q1	–	Sell	-141	Closed	-$18K	–	486
2015 Q4	$18K	Hold	141	–	–	0.01%	334
2015 Q3	$15K	Hold	141	–	–	0.01%	348
2015 Q2	$17K	Hold	141	–	–	0.01%	354
2015 Q1	$17K	Hold	141	–	–	0.01%	362
2014 Q4	$17K	Buy	+141	New	+$15.9K	0.01%	364
2014 Q1	–	Sell	-23	Closed	-$2K	–	543
2013 Q4	$2K	Hold	23	–	–	﹤0.01%	507
2013 Q3	$2K	Buy	+23	New	+$1.83K	﹤0.01%	493

Other funds holding VRTX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Security National Trust's VRTX Position: Q1 2018 in Review

Security National Trust sold out of Vertex Pharmaceuticals (VRTX) in Q1 2018, closing a stake of 185 shares — an estimated $28K sold.

Security National Trust first reported a position in VRTX in Q3 2013 and held it in 9 quarters. The position peaked at $28K in Q4 2017. 681 funds tracked by Wall St. Rank hold VRTX as of Q1 2018.

Security National Trust reported no remaining Vertex Pharmaceuticals position as of Q1 2018 after selling out during the quarter.
Security National Trust sold 185 Vertex Pharmaceuticals shares in Q1 2018, an estimated $28K.
Security National Trust first reported a position in Vertex Pharmaceuticals in Q3 2013 and held it in 9 quarters.
Security National Trust's Vertex Pharmaceuticals position peaked at $28K in Q4 2017.
681 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2018.

Based on Security National Trust's 13F filing for Q1 2018, filed 4 May 2018.