Trust Company of Vermont’s StoneMor Inc. STON Stock Holding History

Trust Company of Vermont’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
2013 Q4	–	Sell	-566	Closed	-$13K	–	740
2013 Q3	$13K	Hold	566	–	–	﹤0.01%	543
2013 Q2	$14K	Buy	+566	New	+$14.7K	﹤0.01%	527

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

WRM

Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 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

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 $9.45B AUM 27.66% 1-Year Est. Return

FIM

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

Trust Company of Vermont's STON Position: Q4 2013 in Review

Trust Company of Vermont sold out of StoneMor Inc. (STON) in Q4 2013, closing a stake of 566 shares — an estimated $13K sold.

Trust Company of Vermont first reported a position in STON in Q2 2013 and held it in 2 quarters. The position peaked at $14K in Q2 2013. 59 funds tracked by Wall St. Rank hold STON as of Q4 2013.

Trust Company of Vermont reported no remaining StoneMor Inc. position as of Q4 2013 after selling out during the quarter.
Trust Company of Vermont sold 566 StoneMor Inc. shares in Q4 2013, an estimated $13K.
Trust Company of Vermont first reported a position in StoneMor Inc. in Q2 2013 and held it in 2 quarters.
Trust Company of Vermont's StoneMor Inc. position peaked at $14K in Q2 2013.
59 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2013.

Based on Trust Company of Vermont's 13F filing for Q4 2013, filed 30 Jan 2014.