Security National Trust’s Xerox XRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-634	Closed	-$15K	–	393
2018 Q2	$15K	Hold	634	–	–	0.01%	324
2018 Q1	$18K	Buy	+634	New	+$19.5K	0.01%	311
2017 Q1	–	Sell	-702	Closed	-$16K	–	441
2016 Q4	$16K	Hold	702	–	–	0.01%	339
2016 Q3	$19K	Hold	702	–	–	0.01%	344
2016 Q2	$18K	Hold	702	–	–	0.01%	336
2016 Q1	$21K	Hold	702	–	–	0.01%	331
2015 Q4	$20K	Hold	702	–	–	0.01%	327
2015 Q3	$18K	Hold	702	–	–	0.01%	339
2015 Q2	$20K	Hold	702	–	–	0.01%	344
2015 Q1	$24K	Hold	702	–	–	0.01%	340
2014 Q4	$26K	Hold	702	–	–	0.01%	332
2014 Q3	$25K	Hold	702	–	–	0.01%	326
2014 Q2	$23K	Hold	702	–	–	0.01%	345
2014 Q1	$21K	Hold	702	–	–	0.01%	350
2013 Q4	$23K	Hold	702	–	–	0.01%	337
2013 Q3	$19K	Hold	702	–	–	0.01%	338
2013 Q2	$16K	Buy	+702	New	+$16.4K	0.01%	342

Other funds holding XRX

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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Security National Trust sold out of Xerox (XRX) in Q3 2018, closing a stake of 634 shares — an estimated $15K sold.

Security National Trust first reported a position in XRX in Q2 2013 and held it in 17 quarters. The position peaked at $26K in Q4 2014. 461 funds tracked by Wall St. Rank hold XRX as of Q3 2018.

Security National Trust reported no remaining Xerox position as of Q3 2018 after selling out during the quarter.
Security National Trust sold 634 Xerox shares in Q3 2018, an estimated $15K.
Security National Trust first reported a position in Xerox in Q2 2013 and held it in 17 quarters.
Security National Trust's Xerox position peaked at $26K in Q4 2014.
461 funds tracked by Wall St. Rank held Xerox as of Q3 2018.

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