First Western Capital Management’s StoneMor Inc. STON Stock Holding History

First Western Capital Management’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 Q3	–	Sell	-25,397	Closed	-$615K	–	147
2014 Q2	$615K	Sell	25,397 -10,468	-29%	-$255K	0.2%	106
2014 Q1	$902K	Buy	35,865 +1,626	+5%	+$41.3K	0.32%	105
2013 Q4	$873K	Buy	+34,239	New	+$860K	0.3%	109

Other funds holding STON

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

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

WPEP

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TFMS

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

BGIM

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

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

First Western Capital Management's STON Position: Q3 2014 in Review

First Western Capital Management sold out of StoneMor Inc. (STON) in Q3 2014, closing a stake of 25,397 shares — an estimated $615K sold.

First Western Capital Management first reported a position in STON in Q4 2013 and held it in 3 quarters. The position peaked at $902K in Q1 2014. 74 funds tracked by Wall St. Rank hold STON as of Q3 2014.

First Western Capital Management reported no remaining StoneMor Inc. position as of Q3 2014 after selling out during the quarter.
First Western Capital Management sold 25,397 StoneMor Inc. shares in Q3 2014, an estimated $615K.
First Western Capital Management first reported a position in StoneMor Inc. in Q4 2013 and held it in 3 quarters.
First Western Capital Management's StoneMor Inc. position peaked at $902K in Q1 2014.
74 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2014.

Based on First Western Capital Management's 13F filing for Q3 2014, filed 27 Oct 2014.