Security National Trust’s Western Union WU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-300	Closed	-$7K	–	438
2016 Q4	$7K	Hold	300	–	–	﹤0.01%	390
2016 Q3	$6K	Hold	300	–	–	﹤0.01%	411
2016 Q2	$6K	Hold	300	–	–	﹤0.01%	407
2016 Q1	$6K	Hold	300	–	–	﹤0.01%	409
2015 Q4	$5K	Hold	300	–	–	﹤0.01%	416
2015 Q3	$6K	Hold	300	–	–	﹤0.01%	410
2015 Q2	$6K	Hold	300	–	–	﹤0.01%	430
2015 Q1	$6K	Hold	300	–	–	﹤0.01%	438
2014 Q4	$5K	Hold	300	–	–	﹤0.01%	460
2014 Q3	$5K	Hold	300	–	–	﹤0.01%	466
2014 Q2	$5K	Hold	300	–	–	﹤0.01%	470
2014 Q1	$5K	Hold	300	–	–	﹤0.01%	469
2013 Q4	$5K	Hold	300	–	–	﹤0.01%	466
2013 Q3	$6K	Hold	300	–	–	﹤0.01%	432
2013 Q2	$5K	Buy	+300	New	+$4.75K	﹤0.01%	430

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Security National Trust's WU Position: Q1 2017 in Review

Security National Trust sold out of Western Union (WU) in Q1 2017, closing a stake of 300 shares — an estimated $7K sold.

Security National Trust first reported a position in WU in Q2 2013 and held it in 15 quarters. The position peaked at $7K in Q4 2016. 567 funds tracked by Wall St. Rank hold WU as of Q1 2017.

Security National Trust reported no remaining Western Union position as of Q1 2017 after selling out during the quarter.
Security National Trust sold 300 Western Union shares in Q1 2017, an estimated $7K.
Security National Trust first reported a position in Western Union in Q2 2013 and held it in 15 quarters.
Security National Trust's Western Union position peaked at $7K in Q4 2016.
567 funds tracked by Wall St. Rank held Western Union as of Q1 2017.

Based on Security National Trust's 13F filing for Q1 2017, filed 27 Apr 2017.