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UBS’s Security National Financial SNFCA Stock Holding History

UBS’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
2014
Q3 		$10K Buy
3,809
+978
+35% +$2.39K ﹤0.01% 8845
2014
Q2 		$7K Sell
2,831
-1,922
-40% -$4.24K ﹤0.01% 9248
2014
Q1 		$10K Buy
4,753
+1,063
+29% +$2.46K ﹤0.01% 8911
2013
Q4 		$9K Buy
3,690
+1,715
+87% +$4.68K ﹤0.01% 9102
2013
Q3 		$6K Sell
1,975
-4,359
-69% -$13.6K ﹤0.01% 9283
2013
Q2 		$19K Buy
+6,334
New +$24.4K ﹤0.01% 7953

Other funds holding SNFCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's SNFCA Position: Q3 2014 in Review

UBS increased its Security National Financial (SNFCA) stake by 35% in Q3 2014, buying an estimated $2.39K and bringing the position to 3,809 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #8845.

UBS first reported a position in SNFCA in Q2 2013 and has held it in 6 quarters since. The position peaked at $19K in Q2 2013. 20 funds tracked by Wall St. Rank hold SNFCA as of Q3 2014.

  • UBS held 3,809 shares of Security National Financial worth $10K as of Q3 2014.
  • UBS bought 978 Security National Financial shares in Q3 2014, an estimated $2.39K.
  • Security National Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8845 holding.
  • UBS first reported a position in Security National Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's Security National Financial position peaked at $19K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held Security National Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.