Advisory Services Network’s StoneMor Inc. STON Stock Holding History

Advisory Services Network’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
2017 Q4	–	Sell	-325	Closed	-$2K	–	2650
2017 Q3	$2K	Hold	325	–	–	﹤0.01%	2209
2017 Q2	$3K	Hold	325	–	–	﹤0.01%	2047
2017 Q1	$3K	Buy	+325	New	+$3.29K	﹤0.01%	1919
2016 Q3	$47K	Buy	+1,873	New	+$47.1K	0.01%	883

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

OCM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisory Services Network's STON Position: Q4 2017 in Review

Advisory Services Network sold out of StoneMor Inc. (STON) in Q4 2017, closing a stake of 325 shares — an estimated $2K sold.

Advisory Services Network first reported a position in STON in Q3 2016 and held it in 4 quarters. The position peaked at $47K in Q3 2016. 56 funds tracked by Wall St. Rank hold STON as of Q4 2017.

Advisory Services Network reported no remaining StoneMor Inc. position as of Q4 2017 after selling out during the quarter.
Advisory Services Network sold 325 StoneMor Inc. shares in Q4 2017, an estimated $2K.
Advisory Services Network first reported a position in StoneMor Inc. in Q3 2016 and held it in 4 quarters.
Advisory Services Network's StoneMor Inc. position peaked at $47K in Q3 2016.
56 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2017.

Based on Advisory Services Network's 13F filing for Q4 2017, filed 8 Feb 2018.