IPC
STON

Independent Portfolio Consultants’s StoneMor Inc. STON Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-15,385
Closed -$411K – 812
2015
Q4 		$411K Sell
15,385
-10,480
-41% -$299K 0.12% 233
2015
Q3 		$706K Buy
+25,865
New +$732K 0.15% 188

Other funds holding STON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Portfolio Consultants's STON Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of StoneMor Inc. (STON) in Q1 2016, closing a stake of 15,385 shares — an estimated $411K sold.

Independent Portfolio Consultants first reported a position in STON in Q3 2015 and held it in 2 quarters. The position peaked at $706K in Q3 2015. 87 funds tracked by Wall St. Rank hold STON as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining StoneMor Inc. position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 15,385 StoneMor Inc. shares in Q1 2016, an estimated $411K.
  • Independent Portfolio Consultants first reported a position in StoneMor Inc. in Q3 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's StoneMor Inc. position peaked at $706K in Q3 2015.
  • 87 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.