AWMS
STON

Advocacy Wealth Management Services’s StoneMor Inc. STON Stock Holding History

Advocacy Wealth Management Services’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
Q3 		$163K Buy
6,908
+1,006
+17% +$24.6K 0.45% 46
2013
Q2 		$148K Buy
+5,902
New +$153K 0.59% 53

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
WRM
Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Wells Fargo
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 $8.58B AUM 23.43% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Advocacy Wealth Management Services's STON Position: Q3 2013 in Review

Advocacy Wealth Management Services increased its StoneMor Inc. (STON) stake by 17% in Q3 2013, buying an estimated $24.6K and bringing the position to 6,908 shares worth $163K. The position accounts for 0.45% of the portfolio, ranked #46.

Advocacy Wealth Management Services first reported a position in STON in Q2 2013 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold STON as of Q3 2013.

  • Advocacy Wealth Management Services held 6,908 shares of StoneMor Inc. worth $163K as of Q3 2013.
  • Advocacy Wealth Management Services bought 1,006 StoneMor Inc. shares in Q3 2013, an estimated $24.6K.
  • StoneMor Inc. made up 0.45% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #46 holding.
  • Advocacy Wealth Management Services first reported a position in StoneMor Inc. in Q2 2013 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.