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

ACM

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

WPEP

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Conservest Capital Advisors's STON Position: Q4 2018 in Review

Conservest Capital Advisors sold out of StoneMor Inc. (STON) in Q4 2018, closing a stake of 13,000 shares — an estimated $67K sold.

Conservest Capital Advisors first reported a position in STON in Q1 2017 and held it in 7 quarters. The position peaked at $1.28M in Q2 2017. 43 funds tracked by Wall St. Rank hold STON as of Q4 2018.

Conservest Capital Advisors reported no remaining StoneMor Inc. position as of Q4 2018 after selling out during the quarter.
Conservest Capital Advisors sold 13,000 StoneMor Inc. shares in Q4 2018, an estimated $67K.
Conservest Capital Advisors first reported a position in StoneMor Inc. in Q1 2017 and held it in 7 quarters.
Conservest Capital Advisors's StoneMor Inc. position peaked at $1.28M in Q2 2017.
43 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2018.

Based on Conservest Capital Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.