Cambridge Investment Research Advisors
STON

Cambridge Investment Research Advisors’s StoneMor Inc. STON Stock Holding History

Cambridge Investment Research 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
2017
Q1 		– Sell
-43,357
Closed -$386K – 1827
2016
Q4 		$386K Sell
43,357
-53,861
-55% -$756K 0.01% 1134
2016
Q3 		$2.43M Sell
97,218
-5,092
-5% -$128K 0.05% 377
2016
Q2 		$2.56M Buy
102,310
+1,128
+1% +$27.3K 0.05% 316
2016
Q1 		$2.47M Buy
101,182
+45,843
+83% +$1.21M 0.06% 307
2015
Q4 		$1.48M Buy
55,339
+8,634
+18% +$246K 0.04% 429
2015
Q3 		$1.27M Buy
46,705
+26,794
+135% +$758K 0.04% 411
2015
Q2 		$600K Buy
19,911
+159
+0.8% +$4.75K 0.02% 722
2015
Q1 		$569K Buy
19,752
+1,924
+11% +$53.5K 0.02% 729
2014
Q4 		$459K Buy
17,828
+1,705
+11% +$44.2K 0.01% 824
2014
Q3 		$416K Buy
16,123
+1,845
+13% +$45.9K 0.01% 916
2014
Q2 		$346K Sell
14,278
-819
-5% -$19.9K 0.01% 946
2014
Q1 		$380K Buy
15,097
+229
+2% +$5.81K 0.01% 842
2013
Q4 		$379K Buy
14,868
+2,045
+16% +$51.4K 0.02% 774
2013
Q3 		$303K Sell
12,823
-3,594
-22% -$87.8K 0.01% 831
2013
Q2 		$413K Buy
+16,417
New +$425K 0.02% 621

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
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
AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 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 $445B AUM 25.58% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors's STON Position: Q1 2017 in Review

Cambridge Investment Research Advisors sold out of StoneMor Inc. (STON) in Q1 2017, closing a stake of 43,357 shares — an estimated $386K sold.

Cambridge Investment Research Advisors first reported a position in STON in Q2 2013 and held it in 15 quarters. The position peaked at $2.56M in Q2 2016. 68 funds tracked by Wall St. Rank hold STON as of Q1 2017.

  • Cambridge Investment Research Advisors reported no remaining StoneMor Inc. position as of Q1 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 43,357 StoneMor Inc. shares in Q1 2017, an estimated $386K.
  • Cambridge Investment Research Advisors first reported a position in StoneMor Inc. in Q2 2013 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's StoneMor Inc. position peaked at $2.56M in Q2 2016.
  • 68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2017, filed 12 May 2017.