Allworth Financial’s StoneMor Inc. STON Stock Holding History

Allworth Financial’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
2018 Q4	–	Sell	-380	Closed	-$2K	–	959
2018 Q3	$2K	Buy	+380	New	+$1.74K	﹤0.01%	815

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

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

WPEP

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Allworth Financial's STON Position: Q4 2018 in Review

Allworth Financial sold out of StoneMor Inc. (STON) in Q4 2018, closing a stake of 380 shares — an estimated $2K sold.

Allworth Financial first reported a position in STON in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 43 funds tracked by Wall St. Rank hold STON as of Q4 2018.

Allworth Financial reported no remaining StoneMor Inc. position as of Q4 2018 after selling out during the quarter.
Allworth Financial sold 380 StoneMor Inc. shares in Q4 2018, an estimated $2K.
Allworth Financial first reported a position in StoneMor Inc. in Q3 2018 and held it in 1 quarter.
Allworth Financial's StoneMor Inc. position peaked at $2K in Q3 2018.
43 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2018.

Based on Allworth Financial's 13F filing for Q4 2018, filed 11 Feb 2019.