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

Focused 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	-3,569	Closed	-$89K	–	746
2016 Q3	$89K	Hold	3,569	–	–	0.04%	213
2016 Q2	$89K	Hold	3,569	–	–	0.04%	212
2016 Q1	$87K	Hold	3,569	–	–	0.05%	148
2015 Q4	$95K	Hold	3,569	–	–	0.05%	154
2015 Q3	$97K	Hold	3,569	–	–	0.06%	144
2015 Q2	$108K	Hold	3,569	–	–	0.07%	128
2015 Q1	$103K	Buy	3,569 +3,458	+3,115%	+$96.1K	0.06%	140
2014 Q4	$3K	Hold	111	–	–	﹤0.01%	566
2014 Q3	$3K	Hold	111	–	–	﹤0.01%	572
2014 Q2	$3K	Hold	111	–	–	﹤0.01%	572
2014 Q1	$3K	Hold	111	–	–	﹤0.01%	538
2013 Q4	$3K	Hold	111	–	–	﹤0.01%	536
2013 Q3	$3K	Buy	+111	New	+$2.71K	﹤0.01%	503

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

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

Focused Wealth Management sold out of StoneMor Inc. (STON) in Q4 2016, closing a stake of 3,569 shares — an estimated $89K sold.

Focused Wealth Management first reported a position in STON in Q3 2013 and held it in 13 quarters. The position peaked at $108K in Q2 2015. 64 funds tracked by Wall St. Rank hold STON as of Q4 2016.

Focused Wealth Management reported no remaining StoneMor Inc. position as of Q4 2016 after selling out during the quarter.
Focused Wealth Management sold 3,569 StoneMor Inc. shares in Q4 2016, an estimated $89K.
Focused Wealth Management first reported a position in StoneMor Inc. in Q3 2013 and held it in 13 quarters.
Focused Wealth Management's StoneMor Inc. position peaked at $108K in Q2 2015.
64 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2016.

Based on Focused Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.