JNBA Financial Advisors’s StoneMor Inc. STON Stock Holding History

JNBA Financial Advisors’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 Q2	–	Sell	-1,793	Closed	-$11K	–	547
2018 Q1	$11K	Hold	1,793	–	–	﹤0.01%	371
2017 Q4	$12K	Hold	1,793	–	–	﹤0.01%	360
2017 Q3	$12K	Hold	1,793	–	–	﹤0.01%	352
2017 Q2	$17K	Hold	1,793	–	–	﹤0.01%	312
2017 Q1	$14K	Buy	1,793 +1,500	+512%	+$15.2K	﹤0.01%	332
2016 Q4	$3K	Buy	293 +143	+95%	+$2.01K	﹤0.01%	446
2016 Q3	$4K	Sell	150 -1,451	-91%	-$36.5K	﹤0.01%	1319
2016 Q2	$40K	Buy	1,601 +372	+30%	+$9.02K	0.01%	223
2016 Q1	$30K	Buy	1,229 +188	+18%	+$4.96K	0.01%	246
2015 Q4	$28K	Sell	1,041 -71	-6%	-$2.02K	0.01%	251
2015 Q3	$30K	Buy	1,112 +762	+218%	+$21.6K	0.01%	234
2015 Q2	$11K	Hold	350	–	–	﹤0.01%	347
2015 Q1	$10K	Hold	350	–	–	﹤0.01%	367
2014 Q4	$9K	Buy	+350	New	+$9.06K	﹤0.01%	372

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return

JNBA Financial Advisors's STON Position: Q2 2018 in Review

JNBA Financial Advisors sold out of StoneMor Inc. (STON) in Q2 2018, closing a stake of 1,793 shares — an estimated $11K sold.

JNBA Financial Advisors first reported a position in STON in Q4 2014 and held it in 14 quarters. The position peaked at $40K in Q2 2016. 47 funds tracked by Wall St. Rank hold STON as of Q2 2018.

JNBA Financial Advisors reported no remaining StoneMor Inc. position as of Q2 2018 after selling out during the quarter.
JNBA Financial Advisors sold 1,793 StoneMor Inc. shares in Q2 2018, an estimated $11K.
JNBA Financial Advisors first reported a position in StoneMor Inc. in Q4 2014 and held it in 14 quarters.
JNBA Financial Advisors's StoneMor Inc. position peaked at $40K in Q2 2016.
47 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2018.

Based on JNBA Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.