AIA
STON

Arrow Investment Advisors’s StoneMor Inc. STON Stock Holding History

Arrow Investment Advisors’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
Q2 		– Sell
-101,677
Closed -$631K – 99
2018
Q1 		$631K Sell
101,677
-12,517
-11% -$74.1K 0.19% 38
2017
Q4 		$749K Buy
114,194
+34,300
+43% +$230K 0.21% 31
2017
Q3 		$521K Buy
79,894
+6,437
+9% +$44.5K 0.16% 65
2017
Q2 		$694K Sell
73,457
-34,353
-32% -$306K 0.19% 35
2017
Q1 		$855K Buy
107,810
+73,452
+214% +$743K 0.29% 38
2016
Q4 		$306K Buy
34,358
+4,400
+15% +$61.8K 0.08% 66
2016
Q3 		$750K Buy
29,958
+1,524
+5% +$38.3K 0.18% 44
2016
Q2 		$712K Buy
28,434
+6,541
+30% +$159K 0.15% 50
2016
Q1 		$534K Sell
21,893
-9,038
-29% -$239K 0.12% 56
2015
Q4 		$827K Sell
30,931
-13,678
-31% -$390K 0.22% 28
2015
Q3 		$1.22M Sell
44,609
-10,800
-19% -$306K 0.3% 28
2015
Q2 		$1.67M Sell
55,409
-1,455
-3% -$43.4K 0.34% 31
2015
Q1 		$1.64M Buy
56,864
+14,698
+35% +$409K 0.3% 30
2014
Q4 		$1.09M Sell
42,166
-13,984
-25% -$362K 0.21% 31
2014
Q3 		$1.45M Buy
56,150
+16,928
+43% +$421K 0.26% 26
2014
Q2 		$950K Buy
39,222
+10,338
+36% +$252K 0.17% 53
2014
Q1 		$726K Buy
28,884
+4,020
+16% +$102K 0.13% 46
2013
Q4 		$635K Buy
24,864
+5,032
+25% +$126K 0.12% 31
2013
Q3 		$469K Buy
19,832
+609
+3% +$14.9K 0.11% 46
2013
Q2 		$484K Buy
+19,223
New +$498K 0.1% 48

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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

Arrow Investment Advisors's STON Position: Q2 2018 in Review

Arrow Investment Advisors sold out of StoneMor Inc. (STON) in Q2 2018, closing a stake of 101,677 shares — an estimated $631K sold.

Arrow Investment Advisors first reported a position in STON in Q2 2013 and held it in 20 quarters. The position peaked at $1.67M in Q2 2015. 47 funds tracked by Wall St. Rank hold STON as of Q2 2018.

  • Arrow Investment Advisors reported no remaining StoneMor Inc. position as of Q2 2018 after selling out during the quarter.
  • Arrow Investment Advisors sold 101,677 StoneMor Inc. shares in Q2 2018, an estimated $631K.
  • Arrow Investment Advisors first reported a position in StoneMor Inc. in Q2 2013 and held it in 20 quarters.
  • Arrow Investment Advisors's StoneMor Inc. position peaked at $1.67M in Q2 2015.
  • 47 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2018.

Based on Arrow Investment Advisors's 13F filing for Q2 2018, filed 3 Aug 2018.