First National Bank Sioux Falls’s StoneMor Inc. STON Stock Holding History

First National Bank Sioux Falls’s Portfolio STON Stock Details STON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-2,500	Closed	-$64K	–	209
2013 Q4	$64K	Hold	2,500	–	–	0.17%	94
2013 Q3	$59K	Hold	2,500	–	–	0.17%	94
2013 Q2	$63K	Buy	+2,500	New	+$64.8K	0.18%	91

Other funds holding STON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFMS

Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

First National Bank Sioux Falls's STON Position: Q1 2014 in Review

First National Bank Sioux Falls sold out of StoneMor Inc. (STON) in Q1 2014, closing a stake of 2,500 shares — an estimated $64K sold.

First National Bank Sioux Falls first reported a position in STON in Q2 2013 and held it in 3 quarters. The position peaked at $64K in Q4 2013. 61 funds tracked by Wall St. Rank hold STON as of Q1 2014.

First National Bank Sioux Falls reported no remaining StoneMor Inc. position as of Q1 2014 after selling out during the quarter.
First National Bank Sioux Falls sold 2,500 StoneMor Inc. shares in Q1 2014, an estimated $64K.
First National Bank Sioux Falls first reported a position in StoneMor Inc. in Q2 2013 and held it in 3 quarters.
First National Bank Sioux Falls's StoneMor Inc. position peaked at $64K in Q4 2013.
61 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2014.

Based on First National Bank Sioux Falls's 13F filing for Q1 2014, filed 23 Apr 2014.