DMC
STON

Drexel Morgan & Co’s StoneMor Inc. STON Stock Holding History

Drexel Morgan & Co’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
2016
Q3 		– Sell
-8,500
Closed -$213K – 95
2016
Q2 		$213K Hold
8,500
– – 0.24% 85
2016
Q1 		$207K Hold
8,500
– – 0.24% 85
2015
Q4 		$227K Buy
+8,500
New +$242K 0.25% 86

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Drexel Morgan & Co's STON Position: Q3 2016 in Review

Drexel Morgan & Co sold out of StoneMor Inc. (STON) in Q3 2016, closing a stake of 8,500 shares — an estimated $213K sold.

Drexel Morgan & Co first reported a position in STON in Q4 2015 and held it in 3 quarters. The position peaked at $227K in Q4 2015. 83 funds tracked by Wall St. Rank hold STON as of Q3 2016.

  • Drexel Morgan & Co reported no remaining StoneMor Inc. position as of Q3 2016 after selling out during the quarter.
  • Drexel Morgan & Co sold 8,500 StoneMor Inc. shares in Q3 2016, an estimated $213K.
  • Drexel Morgan & Co first reported a position in StoneMor Inc. in Q4 2015 and held it in 3 quarters.
  • Drexel Morgan & Co's StoneMor Inc. position peaked at $227K in Q4 2015.
  • 83 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2016.

Based on Drexel Morgan & Co's 13F filing for Q3 2016, filed 14 Nov 2016.