Conservest Capital Advisors’s StoneMor Inc. STON Stock Holding History

Conservest Capital 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
2018 Q4	–	Sell	-13,000	Closed	-$67K	–	88
2018 Q3	$67K	Hold	13,000	–	–	0.01%	83
2018 Q2	$78K	Sell	13,000 -122,848	-90%	-$744K	0.01%	82
2018 Q1	$844K	Hold	135,848	–	–	0.18%	37
2017 Q4	$891K	Hold	135,848	–	–	0.18%	38
2017 Q3	$886K	Hold	135,848	–	–	0.14%	50
2017 Q2	$1.28M	Hold	135,848	–	–	0.27%	35
2017 Q1	$1.08M	Buy	+135,848	New	+$1.37M	0.23%	36

Other funds holding STON

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

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return

Bank of America

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

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return