BW
STON

Bison Wealth’s StoneMor Inc. STON Stock Holding History

Bison Wealth’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
2016
Q4 		– Sell
-38,218
Closed -$957K – 199
2016
Q3 		$957K Sell
38,218
-694
-2% -$17.4K 0.81% 36
2016
Q2 		$950K Buy
38,912
+9,474
+32% +$230K 0.57% 59
2016
Q1 		$718K Buy
+29,438
New +$777K 0.46% 68

Other funds holding STON

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
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return

Bison Wealth's STON Position: Q4 2016 in Review

Bison Wealth sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 38,218 shares — an estimated $957K sold.

Bison Wealth first reported a position in STON in Q1 2016 and held it in 3 quarters. The position peaked at $957K in Q3 2016. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

  • Bison Wealth reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
  • Bison Wealth sold 38,218 StoneMor Inc. shares in Q4 2016, an estimated $957K.
  • Bison Wealth first reported a position in StoneMor Inc. in Q1 2016 and held it in 3 quarters.
  • Bison Wealth's StoneMor Inc. position peaked at $957K in Q3 2016.
  • 64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Bison Wealth's 13F filing for Q4 2016, filed 6 Feb 2017.