AllSquare Wealth Management’s StoneMor Inc. STON Stock Holding History

AllSquare Wealth Management’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
2016 Q4	–	Sell	-1,000	Closed	-$25K	–	371
2016 Q3	$25K	Hold	1,000	–	–	0.02%	154
2016 Q2	$25K	Hold	1,000	–	–	0.02%	153
2016 Q1	$24K	Hold	1,000	–	–	0.02%	156
2015 Q4	$27K	Hold	1,000	–	–	0.03%	151
2015 Q3	$27K	Hold	1,000	–	–	0.03%	148
2015 Q2	$30K	Hold	1,000	–	–	0.03%	148
2015 Q1	$29K	Hold	1,000	–	–	0.03%	152
2014 Q4	$26K	Buy	+1,000	New	+$25.9K	0.03%	159

Other funds holding STON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

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

Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FIM

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

AllSquare Wealth Management's STON Position: Q4 2016 in Review

AllSquare Wealth Management sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 1,000 shares — an estimated $25K sold.

AllSquare Wealth Management first reported a position in STON in Q4 2014 and held it in 8 quarters. The position peaked at $30K in Q2 2015. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

AllSquare Wealth Management reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
AllSquare Wealth Management sold 1,000 StoneMor Inc. shares in Q4 2016, an estimated $25K.
AllSquare Wealth Management first reported a position in StoneMor Inc. in Q4 2014 and held it in 8 quarters.
AllSquare Wealth Management's StoneMor Inc. position peaked at $30K in Q2 2015.
64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on AllSquare Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.