Security National Trust’s StoneMor Inc. STON Stock Holding History

Security National Trust’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
2016 Q4	–	Sell	-2,000	Closed	-$50K	–	456
2016 Q3	$50K	Hold	2,000	–	–	0.02%	276
2016 Q2	$50K	Hold	2,000	–	–	0.02%	277
2016 Q1	$49K	Hold	2,000	–	–	0.02%	270
2015 Q4	$53K	Hold	2,000	–	–	0.02%	258
2015 Q3	$55K	Hold	2,000	–	–	0.02%	262
2015 Q2	$60K	Hold	2,000	–	–	0.02%	264
2015 Q1	$58K	Hold	2,000	–	–	0.02%	274
2014 Q4	$52K	Hold	2,000	–	–	0.02%	276
2014 Q3	$52K	Hold	2,000	–	–	0.02%	271
2014 Q2	$48K	Hold	2,000	–	–	0.02%	283
2014 Q1	$50K	Hold	2,000	–	–	0.02%	280
2013 Q4	$51K	Hold	2,000	–	–	0.02%	272
2013 Q3	$47K	Hold	2,000	–	–	0.02%	270
2013 Q2	$50K	Buy	+2,000	New	+$51.8K	0.02%	259

Other funds holding STON

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

WPEP

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FIM

Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return

Security National Trust's STON Position: Q4 2016 in Review

Security National Trust sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 2,000 shares — an estimated $50K sold.

Security National Trust first reported a position in STON in Q2 2013 and held it in 14 quarters. The position peaked at $60K in Q2 2015. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

Security National Trust reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
Security National Trust sold 2,000 StoneMor Inc. shares in Q4 2016, an estimated $50K.
Security National Trust first reported a position in StoneMor Inc. in Q2 2013 and held it in 14 quarters.
Security National Trust's StoneMor Inc. position peaked at $60K in Q2 2015.
64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Security National Trust's 13F filing for Q4 2016, filed 10 Feb 2017.