BRWA
STON

B. Riley Wealth Advisors’s StoneMor Inc. STON Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-445
Closed -$11 – 2150
2014
Q4 		$11 Buy
+445
New +$11.5K ﹤0.01% 2834
2014
Q3 		– Sell
-445
Closed -$10.8K – 2026
2014
Q2 		$10.8K Buy
+445
New +$10.8K ﹤0.01% 1754

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's STON Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of StoneMor Inc. (STON) in Q1 2015, closing a stake of 445 shares — an estimated $11 sold.

B. Riley Wealth Advisors first reported a position in STON in Q2 2014 and held it in 2 quarters. The position peaked at $10.8K in Q2 2014. 86 funds tracked by Wall St. Rank hold STON as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining StoneMor Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 445 StoneMor Inc. shares in Q1 2015, an estimated $11.
  • B. Riley Wealth Advisors first reported a position in StoneMor Inc. in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's StoneMor Inc. position peaked at $10.8K in Q2 2014.
  • 86 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.