Csenge Advisory Group’s StoneMor Inc. STON Stock Holding History

Csenge Advisory 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
2018 Q2	–	Sell	-31,467	Closed	-$195K	–	317
2018 Q1	$195K	Sell	31,467 -4,506	-13%	-$26.7K	0.07%	264
2017 Q4	$236K	Sell	35,973 -2,284	-6%	-$15.3K	0.08%	219
2017 Q3	$249K	Buy	+38,257	New	+$265K	0.1%	199

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPEP

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return

Csenge Advisory Group's STON Position: Q2 2018 in Review

Csenge Advisory Group sold out of StoneMor Inc. (STON) in Q2 2018, closing a stake of 31,467 shares — an estimated $195K sold.

Csenge Advisory Group first reported a position in STON in Q3 2017 and held it in 3 quarters. The position peaked at $249K in Q3 2017. 47 funds tracked by Wall St. Rank hold STON as of Q2 2018.

Csenge Advisory Group reported no remaining StoneMor Inc. position as of Q2 2018 after selling out during the quarter.
Csenge Advisory Group sold 31,467 StoneMor Inc. shares in Q2 2018, an estimated $195K.
Csenge Advisory Group first reported a position in StoneMor Inc. in Q3 2017 and held it in 3 quarters.
Csenge Advisory Group's StoneMor Inc. position peaked at $249K in Q3 2017.
47 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2018.

Based on Csenge Advisory Group's 13F filing for Q2 2018, filed 10 Aug 2018.