Security National Trust’s US Steel X Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-30	Closed	-$1K	–	392
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	388
2018 Q1	$1K	Buy	+30	New	+$1.18K	﹤0.01%	385
2016 Q2	–	Sell	-800	Closed	-$13K	–	468
2016 Q1	$13K	Hold	800	–	–	﹤0.01%	357
2015 Q4	$6K	Buy	800 +300	+60%	+$2.95K	﹤0.01%	404
2015 Q3	$5K	Buy	+500	New	+$8.36K	﹤0.01%	421

Other funds holding X

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

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

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

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

AAM

Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return

Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Security National Trust's X Position: Q3 2018 in Review

Security National Trust sold out of US Steel (X) in Q3 2018, closing a stake of 30 shares — an estimated $1K sold.

Security National Trust first reported a position in X in Q3 2015 and held it in 5 quarters. The position peaked at $13K in Q1 2016. 404 funds tracked by Wall St. Rank hold X as of Q3 2018.

Security National Trust reported no remaining US Steel position as of Q3 2018 after selling out during the quarter.
Security National Trust sold 30 US Steel shares in Q3 2018, an estimated $1K.
Security National Trust first reported a position in US Steel in Q3 2015 and held it in 5 quarters.
Security National Trust's US Steel position peaked at $13K in Q1 2016.
404 funds tracked by Wall St. Rank held US Steel as of Q3 2018.

Based on Security National Trust's 13F filing for Q3 2018, filed 2 Nov 2018.