Commonwealth Equity Services
STON

Commonwealth Equity Services’s StoneMor Inc. STON Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-12,041
Closed -$79K – 2732
2017
Q3 		$79K Sell
12,041
-1,017
-8% -$7.04K ﹤0.01% 2437
2017
Q2 		$123K Sell
13,058
-2,653
-17% -$23.6K ﹤0.01% 2339
2017
Q1 		$125K Sell
15,711
-1,766
-10% -$17.9K ﹤0.01% 2262
2016
Q4 		$156K Sell
17,477
-18,053
-51% -$254K ﹤0.01% 2130
2016
Q3 		$890K Buy
35,530
+798
+2% +$20.1K 0.01% 1069
2016
Q2 		$870K Sell
34,732
-797
-2% -$19.3K 0.01% 1055
2016
Q1 		$867K Buy
35,529
+13,278
+60% +$350K 0.01% 1023
2015
Q4 		$595K Buy
22,251
+232
+1% +$6.62K 0.01% 1184
2015
Q3 		$601K Sell
22,019
-3,907
-15% -$111K 0.01% 1152
2015
Q2 		$782K Buy
25,926
+3,028
+13% +$90.4K 0.01% 1087
2015
Q1 		$660K Sell
22,898
-19,599
-46% -$545K 0.01% 1172
2014
Q4 		$1.09M Buy
42,497
+3,192
+8% +$82.7K 0.01% 856
2014
Q3 		$1.01M Sell
39,305
-719
-2% -$17.9K 0.01% 858
2014
Q2 		$970K Buy
40,024
+4,258
+12% +$104K 0.01% 882
2014
Q1 		$900K Sell
35,766
-1,314
-4% -$33.3K 0.01% 856
2013
Q4 		$946K Buy
37,080
+1,830
+5% +$46K 0.01% 798
2013
Q3 		$834K Buy
35,250
+935
+3% +$22.9K 0.01% 808
2013
Q2 		$863K Buy
+34,315
New +$889K 0.02% 741

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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
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

Commonwealth Equity Services's STON Position: Q4 2017 in Review

Commonwealth Equity Services sold out of StoneMor Inc. (STON) in Q4 2017, closing a stake of 12,041 shares — an estimated $79K sold.

Commonwealth Equity Services first reported a position in STON in Q2 2013 and held it in 18 quarters. The position peaked at $1.09M in Q4 2014. 56 funds tracked by Wall St. Rank hold STON as of Q4 2017.

  • Commonwealth Equity Services reported no remaining StoneMor Inc. position as of Q4 2017 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,041 StoneMor Inc. shares in Q4 2017, an estimated $79K.
  • Commonwealth Equity Services first reported a position in StoneMor Inc. in Q2 2013 and held it in 18 quarters.
  • Commonwealth Equity Services's StoneMor Inc. position peaked at $1.09M in Q4 2014.
  • 56 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2017.

Based on Commonwealth Equity Services's 13F filing for Q4 2017, filed 12 Feb 2018.