Baldwin Wealth Partners’s StoneMor Inc. STON Stock Holding History

Baldwin Wealth Partners’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	-1,500	Closed	-$14K	–	507
2017 Q2	$14K	Hold	1,500	–	–	﹤0.01%	410
2017 Q1	$12K	Hold	1,500	–	–	﹤0.01%	416
2016 Q4	$13K	Sell	1,500 -500	-25%	-$7.02K	﹤0.01%	417
2016 Q3	$50K	Hold	2,000	–	–	0.01%	303
2016 Q2	$50K	Buy	2,000 +500	+33%	+$12.1K	0.01%	270
2016 Q1	$37K	Buy	+1,500	New	+$39.6K	0.01%	316

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baldwin Wealth Partners's STON Position: Q3 2017 in Review

Baldwin Wealth Partners sold out of StoneMor Inc. (STON) in Q3 2017, closing a stake of 1,500 shares — an estimated $14K sold.

Baldwin Wealth Partners first reported a position in STON in Q1 2016 and held it in 6 quarters. The position peaked at $50K in Q3 2016. 56 funds tracked by Wall St. Rank hold STON as of Q3 2017.

Baldwin Wealth Partners reported no remaining StoneMor Inc. position as of Q3 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 1,500 StoneMor Inc. shares in Q3 2017, an estimated $14K.
Baldwin Wealth Partners first reported a position in StoneMor Inc. in Q1 2016 and held it in 6 quarters.
Baldwin Wealth Partners's StoneMor Inc. position peaked at $50K in Q3 2016.
56 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2017.

Based on Baldwin Wealth Partners's 13F filing for Q3 2017, filed 26 Oct 2017.