Financial Management Professionals’s StoneMor Inc. STON Stock Holding History

Financial Management Professionals’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	-2,000	Closed	-$50K	–	447
2016 Q2	$50K	Buy	+2,000	New	+$48.5K	0.03%	87
2015 Q4	–	Sell	-1,500	Closed	-$41K	–	271
2015 Q3	$41K	Buy	1,500 +1,000	+200%	+$28.3K	0.03%	91
2015 Q2	$15K	Hold	500	–	–	0.01%	146
2015 Q1	$14K	Buy	+500	New	+$13.9K	0.01%	155

Other funds holding STON

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

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Management Professionals's STON Position: Q3 2016 in Review

Financial Management Professionals sold out of StoneMor Inc. (STON) in Q3 2016, closing a stake of 2,000 shares — an estimated $50K sold.

Financial Management Professionals first reported a position in STON in Q1 2015 and held it in 4 quarters. The position peaked at $50K in Q2 2016. 83 funds tracked by Wall St. Rank hold STON as of Q3 2016.

Financial Management Professionals reported no remaining StoneMor Inc. position as of Q3 2016 after selling out during the quarter.
Financial Management Professionals sold 2,000 StoneMor Inc. shares in Q3 2016, an estimated $50K.
Financial Management Professionals first reported a position in StoneMor Inc. in Q1 2015 and held it in 4 quarters.
Financial Management Professionals's StoneMor Inc. position peaked at $50K in Q2 2016.
83 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2016.

Based on Financial Management Professionals's 13F filing for Q3 2016, filed 7 Nov 2016.