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

Endurance 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
2016 Q4	–	Sell	-175	Closed	-$4K	–	502
2016 Q3	$4K	Hold	175	–	–	﹤0.01%	440
2016 Q2	$4K	Sell	175 -725	-81%	-$17.6K	﹤0.01%	435
2016 Q1	$22	Hold	900	–	–	﹤0.01%	326
2015 Q4	$24K	Buy	900 +725	+414%	+$20.7K	﹤0.01%	325
2015 Q3	$5K	Sell	175 -1,954	-92%	-$55.3K	﹤0.01%	453
2015 Q2	$64K	Buy	+2,129	New	+$63.6K	0.01%	249

Other funds holding STON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

WPEP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FIM

Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return

Endurance Wealth Management's STON Position: Q4 2016 in Review

Endurance Wealth Management sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 175 shares — an estimated $4K sold.

Endurance Wealth Management first reported a position in STON in Q2 2015 and held it in 6 quarters. The position peaked at $64K in Q2 2015. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

Endurance Wealth Management reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
Endurance Wealth Management sold 175 StoneMor Inc. shares in Q4 2016, an estimated $4K.
Endurance Wealth Management first reported a position in StoneMor Inc. in Q2 2015 and held it in 6 quarters.
Endurance Wealth Management's StoneMor Inc. position peaked at $64K in Q2 2015.
64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Endurance Wealth Management's 13F filing for Q4 2016, filed 12 Jan 2017.