First Trust Advisors
STON

First Trust Advisors’s StoneMor Inc. STON Stock Holding History

First Trust Advisors’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
2017
Q1 		– Sell
-20,073
Closed -$179K – 2481
2016
Q4 		$179K Buy
+20,073
New +$282K ﹤0.01% 2374

Other funds holding STON

Morgan Stanley
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
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
AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors's STON Position: Q1 2017 in Review

First Trust Advisors sold out of StoneMor Inc. (STON) in Q1 2017, closing a stake of 20,073 shares — an estimated $179K sold.

First Trust Advisors first reported a position in STON in Q4 2016 and held it in 1 quarter. The position peaked at $179K in Q4 2016. 68 funds tracked by Wall St. Rank hold STON as of Q1 2017.

  • First Trust Advisors reported no remaining StoneMor Inc. position as of Q1 2017 after selling out during the quarter.
  • First Trust Advisors sold 20,073 StoneMor Inc. shares in Q1 2017, an estimated $179K.
  • First Trust Advisors first reported a position in StoneMor Inc. in Q4 2016 and held it in 1 quarter.
  • First Trust Advisors's StoneMor Inc. position peaked at $179K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2017.

Based on First Trust Advisors's 13F filing for Q1 2017, filed 2 May 2017.