CFG
STON

Citizens Financial Group’s StoneMor Inc. STON Stock Holding History

Citizens Financial Group’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
Q3 		– Sell
-1,600
Closed -$4K – 915
2019
Q2 		$4K Hold
1,600
– – ﹤0.01% 701
2019
Q1 		$6K Buy
+1,600
New +$5.14K ﹤0.01% 592

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Citizens Financial Group's STON Position: Q3 2019 in Review

Citizens Financial Group sold out of StoneMor Inc. (STON) in Q3 2019, closing a stake of 1,600 shares — an estimated $4K sold.

Citizens Financial Group first reported a position in STON in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 41 funds tracked by Wall St. Rank hold STON as of Q3 2019.

  • Citizens Financial Group reported no remaining StoneMor Inc. position as of Q3 2019 after selling out during the quarter.
  • Citizens Financial Group sold 1,600 StoneMor Inc. shares in Q3 2019, an estimated $4K.
  • Citizens Financial Group first reported a position in StoneMor Inc. in Q1 2019 and held it in 2 quarters.
  • Citizens Financial Group's StoneMor Inc. position peaked at $6K in Q1 2019.
  • 41 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2019.

Based on Citizens Financial Group's 13F filing for Q3 2019, filed 1 Nov 2019.