Janney Montgomery Scott
STON

Janney Montgomery Scott’s StoneMor Inc. STON Stock Holding History

Janney Montgomery Scott’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
2018
Q1 		– Sell
-10,900
Closed -$72K – 2031
2017
Q4 		$72K Sell
10,900
-426
-4% -$2.86K ﹤0.01% 1895
2017
Q3 		$74K Sell
11,326
-4,500
-28% -$31.1K ﹤0.01% 1797
2017
Q2 		$150K Sell
15,826
-15,975
-50% -$142K ﹤0.01% 1668
2017
Q1 		$252K Sell
31,801
-16,156
-34% -$163K ﹤0.01% 1505
2016
Q4 		$427K Sell
47,957
-15,166
-24% -$213K 0.01% 1151
2016
Q3 		$1.58M Buy
+63,123
New +$1.59M 0.03% 510
2016
Q2 		– Sell
-35,987
Closed -$878K – 1227
2016
Q1 		$878K Buy
35,987
+1,338
+4% +$35.3K 0.02% 559
2015
Q4 		$926K Buy
34,649
+1,552
+5% +$44.3K 0.02% 572
2015
Q3 		$903K Buy
33,097
+1,773
+6% +$50.2K 0.03% 577
2015
Q2 		$944K Sell
31,324
-6,581
-17% -$196K 0.02% 819
2015
Q1 		$1.09M Buy
37,905
+7,550
+25% +$210K 0.02% 853
2014
Q4 		$782K Buy
30,355
+1,080
+4% +$28K 0.02% 990
2014
Q3 		$755K Sell
29,275
-179
-0.6% -$4.45K 0.02% 994
2014
Q2 		$714K Buy
29,454
+8,925
+43% +$217K 0.02% 1011
2014
Q1 		$516K Buy
20,529
+8,910
+77% +$226K 0.01% 1105
2013
Q4 		$297K Sell
11,619
-4,299
-27% -$108K 0.01% 1439
2013
Q3 		$376K Buy
15,918
+115
+0.7% +$2.81K 0.01% 1177
2013
Q2 		$398K Buy
+15,803
New +$409K 0.04% 451

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

Janney Montgomery Scott's STON Position: Q1 2018 in Review

Janney Montgomery Scott sold out of StoneMor Inc. (STON) in Q1 2018, closing a stake of 10,900 shares — an estimated $72K sold.

Janney Montgomery Scott first reported a position in STON in Q2 2013 and held it in 18 quarters. The position peaked at $1.58M in Q3 2016. 52 funds tracked by Wall St. Rank hold STON as of Q1 2018.

  • Janney Montgomery Scott reported no remaining StoneMor Inc. position as of Q1 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,900 StoneMor Inc. shares in Q1 2018, an estimated $72K.
  • Janney Montgomery Scott first reported a position in StoneMor Inc. in Q2 2013 and held it in 18 quarters.
  • Janney Montgomery Scott's StoneMor Inc. position peaked at $1.58M in Q3 2016.
  • 52 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2018.

Based on Janney Montgomery Scott's 13F filing for Q1 2018, filed 19 Apr 2018.