Carson Wealth (CWM LLC)’s StoneMor Inc. STON Stock Holding History

Carson Wealth (CWM LLC)’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	-500	Closed	-$5K	–	1582
2017 Q2	$5K	Hold	500	–	–	﹤0.01%	893
2017 Q1	$4K	Hold	500	–	–	﹤0.01%	917
2016 Q4	$4K	Hold	500	–	–	﹤0.01%	901
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	643
2016 Q2	$13K	Hold	500	–	–	﹤0.01%	528
2016 Q1	$12K	Buy	+500	New	+$13.2K	﹤0.01%	504
2014 Q1	–	Sell	-195	Closed	-$5K	–	525
2013 Q4	$5K	Buy	+195	New	+$4.9K	﹤0.01%	528

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

Carson Wealth (CWM LLC)'s STON Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of StoneMor Inc. (STON) in Q3 2017, closing a stake of 500 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in STON in Q4 2013 and held it in 7 quarters. The position peaked at $13K in Q3 2016. 56 funds tracked by Wall St. Rank hold STON as of Q3 2017.

Carson Wealth (CWM LLC) reported no remaining StoneMor Inc. position as of Q3 2017 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 500 StoneMor Inc. shares in Q3 2017, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in StoneMor Inc. in Q4 2013 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s StoneMor Inc. position peaked at $13K in Q3 2016.
56 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.