SECURITY NATIONAL TRUST CO
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 256,277
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/14/2014 | 533 | 256,277 | 13F-HR | SECURITY NATIONAL TRUST CO |
| Q1 2014 | 5/15/2014 | 532 | 246,915 | 13F-HR/A - RESTATEMENT | SECURITY NATIONAL TRUST CO |
| Q1 2014 | 5/12/2014 | 532 | 246,915 | 13F-HR | SECURITY NATIONAL TRUST CO |
| Q4 2013 | 1/31/2014 | 533 | 241,664 | 13F-HR | SECURITY NATIONAL TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 224.1 K | 87.4% | 8.534 K | 0 | 8.534 K |
| ETFs | 32.16 K | 12.5% | 827 | 0 | 827 |
| Debt | 35 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2014
Latest filed
7/14/2014
Total value ($000)
256,277
Holdings
533
QoQ value change ($000)
9,362
(3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.