Bruderman Asset Management’s StoneMor Inc. STON Stock Holding History

Bruderman Asset 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
2016 Q4	–	Sell	-800	Closed	-$20K	–	396
2016 Q3	$20K	Hold	800	–	–	0.01%	283
2016 Q2	$20K	Hold	800	–	–	0.01%	267
2016 Q1	$20K	Hold	800	–	–	0.01%	271
2015 Q4	$21K	Hold	800	–	–	0.01%	282
2015 Q3	$22K	Hold	800	–	–	0.01%	273
2015 Q2	$24K	Hold	800	–	–	0.01%	288
2015 Q1	$23K	Buy	+800	New	+$22.2K	0.01%	285

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

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 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 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

Bruderman Asset Management's STON Position: Q4 2016 in Review

Bruderman Asset Management sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 800 shares — an estimated $20K sold.

Bruderman Asset Management first reported a position in STON in Q1 2015 and held it in 7 quarters. The position peaked at $24K in Q2 2015. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

Bruderman Asset Management reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
Bruderman Asset Management sold 800 StoneMor Inc. shares in Q4 2016, an estimated $20K.
Bruderman Asset Management first reported a position in StoneMor Inc. in Q1 2015 and held it in 7 quarters.
Bruderman Asset Management's StoneMor Inc. position peaked at $24K in Q2 2015.
64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Bruderman Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.