Ameriprise
STON

Ameriprise’s StoneMor Inc. STON Stock Holding History

Ameriprise’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
Q1 		– Sell
-15,908
Closed -$104K – 3722
2017
Q4 		$104K Buy
15,908
+4,090
+35% +$27.4K ﹤0.01% 3560
2017
Q3 		$77K Sell
11,818
-4,112
-26% -$28.4K ﹤0.01% 3620
2017
Q2 		$151K Sell
15,930
-3
-0% -$27 ﹤0.01% 3612
2017
Q1 		$126K Buy
+15,933
New +$161K ﹤0.01% 3533
2016
Q4 		– Sell
-11,718
Closed -$293K – 3970
2016
Q3 		$293K Buy
11,718
+244
+2% +$6.13K ﹤0.01% 3412
2016
Q2 		$287K Buy
+11,474
New +$278K ﹤0.01% 3398
2015
Q3 		– Sell
-8,093
Closed -$244K – 3984
2015
Q2 		$244K Buy
8,093
+540
+7% +$16.1K ﹤0.01% 3734
2015
Q1 		$218K Buy
+7,553
New +$210K ﹤0.01% 3550
2014
Q4 		– Sell
-6,930
Closed -$179K – 4569
2014
Q3 		$179K Hold
6,930
– – ﹤0.01% 3449
2014
Q2 		$168K Buy
6,930
+880
+15% +$21.4K ﹤0.01% 3395
2014
Q1 		$152K Hold
6,050
– – ﹤0.01% 3348
2013
Q4 		$154K Sell
6,050
-100
-2% -$2.51K ﹤0.01% 3243
2013
Q3 		$145K Sell
6,150
-100
-2% -$2.44K ﹤0.01% 3314
2013
Q2 		$157K Buy
+6,250
New +$162K ﹤0.01% 3194

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

Ameriprise's STON Position: Q1 2018 in Review

Ameriprise sold out of StoneMor Inc. (STON) in Q1 2018, closing a stake of 15,908 shares — an estimated $104K sold.

Ameriprise first reported a position in STON in Q2 2013 and held it in 14 quarters. The position peaked at $293K in Q3 2016. 52 funds tracked by Wall St. Rank hold STON as of Q1 2018.

  • Ameriprise reported no remaining StoneMor Inc. position as of Q1 2018 after selling out during the quarter.
  • Ameriprise sold 15,908 StoneMor Inc. shares in Q1 2018, an estimated $104K.
  • Ameriprise first reported a position in StoneMor Inc. in Q2 2013 and held it in 14 quarters.
  • Ameriprise's StoneMor Inc. position peaked at $293K in Q3 2016.
  • 52 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2018.

Based on Ameriprise's 13F filing for Q1 2018, filed 15 May 2018.