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

Avior 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
2017 Q1	–	Sell	-2,070	Closed	-$18K	–	537
2016 Q4	$18K	Hold	2,070	–	–	0.01%	294
2016 Q3	$52K	Hold	2,070	–	–	0.02%	222
2016 Q2	$52K	Hold	2,070	–	–	0.02%	207
2016 Q1	$51K	Hold	2,070	–	–	0.02%	211
2015 Q4	$55K	Sell	2,070 -150	-7%	-$4.28K	0.03%	171
2015 Q3	$61K	Buy	+2,220	New	+$62.8K	0.04%	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

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

AGC

Alden Global Capital Brandon, Florida $177M AUM 32.31% 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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

RJFSA

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

Avior Wealth Management's STON Position: Q1 2017 in Review

Avior Wealth Management sold out of StoneMor Inc. (STON) in Q1 2017, closing a stake of 2,070 shares — an estimated $18K sold.

Avior Wealth Management first reported a position in STON in Q3 2015 and held it in 6 quarters. The position peaked at $61K in Q3 2015. 68 funds tracked by Wall St. Rank hold STON as of Q1 2017.

Avior Wealth Management reported no remaining StoneMor Inc. position as of Q1 2017 after selling out during the quarter.
Avior Wealth Management sold 2,070 StoneMor Inc. shares in Q1 2017, an estimated $18K.
Avior Wealth Management first reported a position in StoneMor Inc. in Q3 2015 and held it in 6 quarters.
Avior Wealth Management's StoneMor Inc. position peaked at $61K in Q3 2015.
68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2017.

Based on Avior Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.