FANJ
STON

Financial Architects (New Jersey)’s StoneMor Inc. STON Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-1,500
Closed -$36K – 986
2014
Q2 		$36K Buy
+1,500
New +$36.5K 0.02% 379

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Financial Architects (New Jersey)'s STON Position: Q3 2014 in Review

Financial Architects (New Jersey) sold out of StoneMor Inc. (STON) in Q3 2014, closing a stake of 1,500 shares — an estimated $36K sold.

Financial Architects (New Jersey) first reported a position in STON in Q2 2014 and held it in 1 quarter. The position peaked at $36K in Q2 2014. 74 funds tracked by Wall St. Rank hold STON as of Q3 2014.

  • Financial Architects (New Jersey) reported no remaining StoneMor Inc. position as of Q3 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,500 StoneMor Inc. shares in Q3 2014, an estimated $36K.
  • Financial Architects (New Jersey) first reported a position in StoneMor Inc. in Q2 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s StoneMor Inc. position peaked at $36K in Q2 2014.
  • 74 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2014, filed 24 Oct 2014.