Envestnet Asset Management
STON

Envestnet Asset Management’s StoneMor Inc. STON Stock Holding History

Envestnet Asset 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
Q1 		– Sell
-9,156
Closed -$245K – 3178
2015
Q4 		$245K Buy
+9,156
New +$261K ﹤0.01% 1926

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management's STON Position: Q1 2016 in Review

Envestnet Asset Management sold out of StoneMor Inc. (STON) in Q1 2016, closing a stake of 9,156 shares — an estimated $245K sold.

Envestnet Asset Management first reported a position in STON in Q4 2015 and held it in 1 quarter. The position peaked at $245K in Q4 2015. 87 funds tracked by Wall St. Rank hold STON as of Q1 2016.

  • Envestnet Asset Management reported no remaining StoneMor Inc. position as of Q1 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 9,156 StoneMor Inc. shares in Q1 2016, an estimated $245K.
  • Envestnet Asset Management first reported a position in StoneMor Inc. in Q4 2015 and held it in 1 quarter.
  • Envestnet Asset Management's StoneMor Inc. position peaked at $245K in Q4 2015.
  • 87 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2016.

Based on Envestnet Asset Management's 13F filing for Q1 2016, filed 16 May 2016.