AIA
STON

Avalon Investment & Advisory’s StoneMor Inc. STON Stock Holding History

Avalon Investment & Advisory’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
2017
Q3 		– Sell
-17,100
Closed -$162K – 403
2017
Q2 		$162K Buy
+17,100
New +$152K 0.01% 387

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
Morgan Stanley
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avalon Investment & Advisory's STON Position: Q3 2017 in Review

Avalon Investment & Advisory sold out of StoneMor Inc. (STON) in Q3 2017, closing a stake of 17,100 shares — an estimated $162K sold.

Avalon Investment & Advisory first reported a position in STON in Q2 2017 and held it in 1 quarter. The position peaked at $162K in Q2 2017. 56 funds tracked by Wall St. Rank hold STON as of Q3 2017.

  • Avalon Investment & Advisory reported no remaining StoneMor Inc. position as of Q3 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 17,100 StoneMor Inc. shares in Q3 2017, an estimated $162K.
  • Avalon Investment & Advisory first reported a position in StoneMor Inc. in Q2 2017 and held it in 1 quarter.
  • Avalon Investment & Advisory's StoneMor Inc. position peaked at $162K in Q2 2017.
  • 56 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2017.

Based on Avalon Investment & Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.