Security National Trust’s Windstream Holdings Inc WIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-33	Closed	-$1K	–	420
2017 Q2	$1K	Hold	33	–	–	﹤0.01%	409
2017 Q1	$1K	Hold	33	–	–	﹤0.01%	419
2016 Q4	$1K	Hold	33	–	–	﹤0.01%	422
2016 Q3	$2K	Hold	33	–	–	﹤0.01%	444
2016 Q2	$2K	Hold	33	–	–	﹤0.01%	444
2016 Q1	$1K	Hold	33	–	–	﹤0.01%	452
2015 Q4	$1K	Sell	33 -3	-8%	-$96	﹤0.01%	480
2015 Q3	$1K	Hold	36	–	–	﹤0.01%	460
2015 Q2	$1K	Sell	36 -104	-74%	-$4.96K	﹤0.01%	472
2015 Q1	$8K	Hold	140	–	–	﹤0.01%	423
2014 Q4	$9K	Hold	140	–	–	﹤0.01%	428
2014 Q3	$12K	Sell	140 -24	-15%	-$2.06K	﹤0.01%	399
2014 Q2	$13K	Hold	164	–	–	0.01%	394
2014 Q1	$11K	Hold	164	–	–	﹤0.01%	404
2013 Q4	$10K	Sell	164 -128	-44%	-$8.28K	﹤0.01%	416
2013 Q3	$18K	Sell	292 -26	-8%	-$1.68K	0.01%	344
2013 Q2	$19K	Buy	+318	New	+$20.7K	0.01%	333

Other funds holding WIN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Security National Trust's WIN Position: Q3 2017 in Review

Security National Trust sold out of Windstream Holdings Inc (WIN) in Q3 2017, closing a stake of 33 shares — an estimated $1K sold.

Security National Trust first reported a position in WIN in Q2 2013 and held it in 17 quarters. The position peaked at $19K in Q2 2013. 213 funds tracked by Wall St. Rank hold WIN as of Q3 2017.

Security National Trust reported no remaining Windstream Holdings Inc position as of Q3 2017 after selling out during the quarter.
Security National Trust sold 33 Windstream Holdings Inc shares in Q3 2017, an estimated $1K.
Security National Trust first reported a position in Windstream Holdings Inc in Q2 2013 and held it in 17 quarters.
Security National Trust's Windstream Holdings Inc position peaked at $19K in Q2 2013.
213 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q3 2017.

Based on Security National Trust's 13F filing for Q3 2017, filed 8 Nov 2017.