CA
STON

Cetera Advisors’s StoneMor Inc. STON Stock Holding History

Cetera 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
2016
Q1 		– Sell
-27,913
Closed -$746K – 781
2015
Q4 		$746K Buy
27,913
+15,065
+117% +$430K 0.06% 320
2015
Q3 		$352K Sell
12,848
-13,900
-52% -$393K 0.03% 446
2015
Q2 		$805K Buy
26,748
+13,500
+102% +$403K 0.07% 295
2015
Q1 		$382K Buy
13,248
+775
+6% +$21.5K 0.04% 441
2014
Q4 		$322K Buy
12,473
+1,738
+16% +$45K 0.03% 467
2014
Q3 		$277K Hold
10,735
– – 0.02% 471
2014
Q2 		$259K Buy
10,735
+1,020
+10% +$24.8K 0.03% 475
2014
Q1 		$244K Buy
+9,715
New +$247K 0.03% 438

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisors's STON Position: Q1 2016 in Review

Cetera Advisors sold out of StoneMor Inc. (STON) in Q1 2016, closing a stake of 27,913 shares — an estimated $746K sold.

Cetera Advisors first reported a position in STON in Q1 2014 and held it in 8 quarters. The position peaked at $805K in Q2 2015. 87 funds tracked by Wall St. Rank hold STON as of Q1 2016.

  • Cetera Advisors reported no remaining StoneMor Inc. position as of Q1 2016 after selling out during the quarter.
  • Cetera Advisors sold 27,913 StoneMor Inc. shares in Q1 2016, an estimated $746K.
  • Cetera Advisors first reported a position in StoneMor Inc. in Q1 2014 and held it in 8 quarters.
  • Cetera Advisors's StoneMor Inc. position peaked at $805K in Q2 2015.
  • 87 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2016.

Based on Cetera Advisors's 13F filing for Q1 2016, filed 13 May 2016.