S&T BANK/PA

Q1 2014 13F-HR Detailed Holdings

Location
Indiana, PA
Holdings as of
3/31/2014
Date filed
4/30/2014
Form type
13F-HR
Num holdings
203
Total value ($000)
$702,483
Net value change ($000)
-642 (-0.1%)
New positions
14
Sold out positions
18
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CONVERSANT INC 21,195 NEW
COACH INC 7,649 NEW
ALLEGHENY VALLEY BANCORP 6,080 NEW
MYGN 5,891 56.4%
FMC CORP 2,776 NEW
AMTRUST FINANCIAL SERVICES 2,154 15.3%
FLEX 1,969 17.2%
TECH DATA CORP 1,794 15.3%
CBT FINANCIAL CORP 1,386 NEW
SYMMCO GROUP INC 1,344 53.8%
Top Reduces (Value $000, Stocks/ETFs)
VALUECLICK INC -17,997 -100.0%
EFA -9,588 -100.0%
ALLEGHENY VALLEY BANCORP PA -5,718 -100.0%
WDC -5,397 -28.8%
STBA -5,315 -12.6%
PII -4,156 -24.4%
AEO -1,951 -15.2%
TRIUMPH GROUP INC -1,640 -14.4%
CBT FINANCIAL CORP -1,502 -100.0%
ITRI -1,479 -12.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Stewart Capital Advisors, LLC 028-13976