Chessman Wealth Strategies RIA’s StoneMor Inc. STON Stock Holding History

Chessman Wealth Strategies RIA’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
2019 Q1	–	Sell	-16,929	Closed	-$36K	–	28
2018 Q4	$36K	Sell	16,929 -156	-0.9%	-$633	0.04%	24
2018 Q3	$88K	Hold	17,085	–	–	0.08%	41
2018 Q2	$103K	Sell	17,085 -377	-2%	-$2.28K	0.09%	28
2018 Q1	$108K	Sell	17,462 -453	-3%	-$2.68K	0.14%	26
2017 Q4	$118K	Buy	+17,915	New	+$120K	0.12%	29

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Chessman Wealth Strategies RIA's STON Position: Q1 2019 in Review

Chessman Wealth Strategies RIA sold out of StoneMor Inc. (STON) in Q1 2019, closing a stake of 16,929 shares — an estimated $36K sold.

Chessman Wealth Strategies RIA first reported a position in STON in Q4 2017 and held it in 5 quarters. The position peaked at $118K in Q4 2017. 36 funds tracked by Wall St. Rank hold STON as of Q1 2019.

Chessman Wealth Strategies RIA reported no remaining StoneMor Inc. position as of Q1 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 16,929 StoneMor Inc. shares in Q1 2019, an estimated $36K.
Chessman Wealth Strategies RIA first reported a position in StoneMor Inc. in Q4 2017 and held it in 5 quarters.
Chessman Wealth Strategies RIA's StoneMor Inc. position peaked at $118K in Q4 2017.
36 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q1 2019, filed 9 Apr 2019.