GGPS
STON

Gary Goldberg Planning Services’s StoneMor Inc. STON Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$21K Hold
800
– – 0.01% 296
2014
Q3 		$21K Buy
+800
New +$19.9K 0.01% 309

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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gary Goldberg Planning Services's STON Position: Q4 2014 in Review

Gary Goldberg Planning Services held its StoneMor Inc. (STON) position steady in Q4 2014 at 800 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #296.

Gary Goldberg Planning Services first reported a position in STON in Q3 2014 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold STON as of Q4 2014.

  • Gary Goldberg Planning Services held 800 shares of StoneMor Inc. worth $21K as of Q4 2014.
  • Gary Goldberg Planning Services left its StoneMor Inc. share count unchanged in Q4 2014.
  • StoneMor Inc. made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #296 holding.
  • Gary Goldberg Planning Services first reported a position in StoneMor Inc. in Q3 2014 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.