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Stratos Wealth Partners’s Security National Financial SNFCA Stock Holding History

Stratos Wealth Partners’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-104
Closed – – 2242
2018
Q3 		$0 Buy
+104
New +$360 ﹤0.01% 3039
2018
Q2 		– Sell
-104
Closed – – 2328
2018
Q1 		$0 Sell
104
-1
-1% -$3 ﹤0.01% 3218
2017
Q4 		$0 Buy
+105
New +$348 ﹤0.01% 2830

Other funds holding SNFCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's SNFCA Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Security National Financial (SNFCA) in Q4 2018, closing a stake of 104 shares.

Stratos Wealth Partners first reported a position in SNFCA in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 24 funds tracked by Wall St. Rank hold SNFCA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Security National Financial position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 104 Security National Financial shares in Q4 2018.
  • Stratos Wealth Partners first reported a position in Security National Financial in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Security National Financial position peaked at $0 in Q3 2018.
  • 24 funds tracked by Wall St. Rank held Security National Financial as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.