BIG
STON

Bellwether Investment Group’s StoneMor Inc. STON Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-3,615
Closed -$29K – 667
2017
Q1 		$29K Buy
+3,615
New +$36.5K 0.08% 230
2016
Q2 		$416K Buy
+16,618
New +$403K 0.46% 61

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bellwether Investment Group's STON Position: Q2 2017 in Review

Bellwether Investment Group sold out of StoneMor Inc. (STON) in Q2 2017, closing a stake of 3,615 shares — an estimated $29K sold.

Bellwether Investment Group first reported a position in STON in Q2 2016 and held it in 2 quarters. The position peaked at $416K in Q2 2016. 66 funds tracked by Wall St. Rank hold STON as of Q2 2017.

  • Bellwether Investment Group reported no remaining StoneMor Inc. position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 3,615 StoneMor Inc. shares in Q2 2017, an estimated $29K.
  • Bellwether Investment Group first reported a position in StoneMor Inc. in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's StoneMor Inc. position peaked at $416K in Q2 2016.
  • 66 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.