EWM
STON

Elite Wealth Management’s StoneMor Inc. STON Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-850
Closed -$22K – 498
2014
Q3 		$22K Hold
850
– – 0.02% 184
2014
Q2 		$21K Sell
850
-1,099
-56% -$26.8K 0.02% 176
2014
Q1 		$49K Buy
1,949
+1,099
+129% +$27.9K 0.04% 126
2013
Q4 		$22K Hold
850
– – 0.02% 260
2013
Q3 		$20K Hold
850
– – 0.02% 246
2013
Q2 		$21K Buy
+850
New +$22K 0.03% 179

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elite Wealth Management's STON Position: Q4 2014 in Review

Elite Wealth Management sold out of StoneMor Inc. (STON) in Q4 2014, closing a stake of 850 shares — an estimated $22K sold.

Elite Wealth Management first reported a position in STON in Q2 2013 and held it in 6 quarters. The position peaked at $49K in Q1 2014. 78 funds tracked by Wall St. Rank hold STON as of Q4 2014.

  • Elite Wealth Management reported no remaining StoneMor Inc. position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 850 StoneMor Inc. shares in Q4 2014, an estimated $22K.
  • Elite Wealth Management first reported a position in StoneMor Inc. in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's StoneMor Inc. position peaked at $49K in Q1 2014.
  • 78 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.