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About Derek R. Stone of HERITAGE INVESTORS

Derek R. Stone is Vice President at Heritage Investors Management Corp and has been affiliated with Heritage Investors Management Corp since July-1992.

Heritage Investors Management Corp is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions. The managers's latest filing has disclosed 1BN in positions, which represents 68% of the manager's regulatory AUM.

For more on Heritage Investors Management Corp including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: +0.1%/yr

Co-workers of Derek R. Stone at HERITAGE INVESTORS

Name Title In Position Since
Michael S. Cornfeld President/Chief Compliance Officer September-1985
Gayl A. Tjornehoj Vice President & Secretary July-1992
Kenneth J. Long Vice President December-2002
Jean M. Kennedy Vice President July-2007
Michael Demayo Vice President January-2012

HERITAGE INVESTORS Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.58437% Tech 23.73% 11.11% 0.3% 0 45%
MDY 2.11964% ETF 2.91% 3.1% -0% 0 7%
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Derek R. Stone Office Address

SUITE 1112
BETHESDA, Maryland
UNITED STATES, 20814-4878

Derek R. Stone Contact Information

Phone Number: 301-951-0440
Fax Number: 301-951-4954



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