Investors Capital Advisory Services’s StoneMor Inc. STON Stock Holding History

Investors Capital Advisory 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
2016 Q2	$310K	Buy	12,437 +35	+0.3%	+$849	0.06%	419
2016 Q1	$301K	Sell	12,402 -70	-0.6%	-$1.85K	0.06%	414
2015 Q4	$333K	Buy	12,472 +455	+4%	+$13K	0.06%	405
2015 Q3	$327K	Sell	12,017 -1,003	-8%	-$28.4K	0.07%	410
2015 Q2	$391K	Sell	13,020 -373	-3%	-$11.1K	0.07%	386
2015 Q1	$385K	Buy	13,393 +3,006	+29%	+$83.6K	0.07%	381
2014 Q4	$267K	Sell	10,387 -223	-2%	-$5.78K	0.05%	479
2014 Q3	$272K	Sell	10,610 -8,856	-45%	-$220K	0.05%	463
2014 Q2	$471K	Buy	19,466 +5,726	+42%	+$139K	0.08%	359
2014 Q1	$345K	Sell	13,740 -385	-3%	-$9.77K	0.07%	368
2013 Q4	$360K	Sell	14,125 -797	-5%	-$20K	0.08%	334
2013 Q3	$351K	Buy	14,922 +5,360	+56%	+$131K	0.09%	310
2013 Q2	$240K	Buy	+9,562	New	+$248K	0.07%	366

Other funds holding STON

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Investors Capital Advisory Services's STON Position: Q2 2016 in Review

Investors Capital Advisory Services increased its StoneMor Inc. (STON) stake by 0.28% in Q2 2016, buying an estimated $849 and bringing the position to 12,437 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #419.

Investors Capital Advisory Services first reported a position in STON in Q2 2013 and has held it in 13 quarters since. The position peaked at $471K in Q2 2014. 81 funds tracked by Wall St. Rank hold STON as of Q2 2016.

Investors Capital Advisory Services held 12,437 shares of StoneMor Inc. worth $310K as of Q2 2016.
Investors Capital Advisory Services bought 35 StoneMor Inc. shares in Q2 2016, an estimated $849.
StoneMor Inc. made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #419 holding.
Investors Capital Advisory Services first reported a position in StoneMor Inc. in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's StoneMor Inc. position peaked at $471K in Q2 2014.
81 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.