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Security National Trust’s World Acceptance Corp WRLD Stock Holding History

Security National Trust’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10
Closed -$1K – 546
2014
Q2 		$1K Hold
10
– – ﹤0.01% 523
2014
Q1 		$1K Hold
10
– – ﹤0.01% 523
2013
Q4 		$1K Hold
10
– – ﹤0.01% 524
2013
Q3 		$1K Buy
+10
New +$851 ﹤0.01% 522

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Security National Trust's WRLD Position: Q3 2014 in Review

Security National Trust sold out of World Acceptance Corp (WRLD) in Q3 2014, closing a stake of 10 shares — an estimated $1K sold.

Security National Trust first reported a position in WRLD in Q3 2013 and held it in 4 quarters. The position peaked at $1K in Q2 2014. 155 funds tracked by Wall St. Rank hold WRLD as of Q3 2014.

  • Security National Trust reported no remaining World Acceptance Corp position as of Q3 2014 after selling out during the quarter.
  • Security National Trust sold 10 World Acceptance Corp shares in Q3 2014, an estimated $1K.
  • Security National Trust first reported a position in World Acceptance Corp in Q3 2013 and held it in 4 quarters.
  • Security National Trust's World Acceptance Corp position peaked at $1K in Q2 2014.
  • 155 funds tracked by Wall St. Rank held World Acceptance Corp as of Q3 2014.

Based on Security National Trust's 13F filing for Q3 2014, filed 5 Nov 2014.