Cordasco Financial Network’s StoneMor Inc. STON Stock Holding History

Cordasco Financial Network’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	-210	Closed	–	–	467
2018 Q4	$0	Hold	210	–	–	﹤0.01%	415
2018 Q3	$1K	Sell	210 -525	-71%	-$2.4K	﹤0.01%	354
2018 Q2	$4K	Hold	735	–	–	﹤0.01%	320
2018 Q1	$5K	Hold	735	–	–	0.01%	213
2017 Q4	$5K	Hold	735	–	–	0.01%	200
2017 Q3	$5K	Hold	735	–	–	0.01%	199
2017 Q2	$7K	Sell	735 -45	-6%	-$400	0.01%	187
2017 Q1	$6K	Hold	780	–	–	0.01%	197
2016 Q4	$7K	Hold	780	–	–	0.01%	192
2016 Q3	$20K	Hold	780	–	–	0.02%	166
2016 Q2	$20K	Buy	780 +5	+0.6%	+$121	0.02%	166
2016 Q1	$19K	Hold	775	–	–	0.02%	172
2015 Q4	$21K	Hold	775	–	–	0.02%	174
2015 Q3	$21K	Hold	775	–	–	0.02%	177
2015 Q2	$23K	Hold	775	–	–	0.02%	183
2015 Q1	$22K	Buy	775 +735	+1,838%	+$20.4K	0.02%	203
2014 Q4	$1K	Hold	40	–	–	﹤0.01%	281
2014 Q3	$1K	Sell	40 -100	-71%	-$2.49K	﹤0.01%	282
2014 Q2	$3K	Hold	140	–	–	﹤0.01%	271
2014 Q1	$4K	Buy	+140	New	+$3.55K	﹤0.01%	261

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 $848M AUM 21.32% 1-Year Est. Return

WPEP

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cordasco Financial Network's STON Position: Q1 2019 in Review

Cordasco Financial Network sold out of StoneMor Inc. (STON) in Q1 2019, closing a stake of 210 shares.

Cordasco Financial Network first reported a position in STON in Q1 2014 and held it in 20 quarters. The position peaked at $23K in Q2 2015. 36 funds tracked by Wall St. Rank hold STON as of Q1 2019.

Cordasco Financial Network reported no remaining StoneMor Inc. position as of Q1 2019 after selling out during the quarter.
Cordasco Financial Network sold 210 StoneMor Inc. shares in Q1 2019.
Cordasco Financial Network first reported a position in StoneMor Inc. in Q1 2014 and held it in 20 quarters.
Cordasco Financial Network's StoneMor Inc. position peaked at $23K in Q2 2015.
36 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2019.

Based on Cordasco Financial Network's 13F filing for Q1 2019, filed 10 Apr 2019.