JP Morgan Private Wealth Advisors’s StoneMor Inc. STON Stock Holding History

JP Morgan Private Wealth 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 Q1	–	Sell	-72,008	Closed	-$472K	–	1401
2017 Q4	$472K	Sell	72,008 -20,000	-22%	-$134K	﹤0.01%	890
2017 Q3	$600K	Buy	+92,008	New	+$636K	﹤0.01%	785
2016 Q1	–	Sell	-9,693	Closed	-$259K	–	1313
2015 Q4	$259K	Buy	+9,693	New	+$276K	﹤0.01%	924

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

JP Morgan Private Wealth Advisors's STON Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of StoneMor Inc. (STON) in Q1 2018, closing a stake of 72,008 shares — an estimated $472K sold.

JP Morgan Private Wealth Advisors first reported a position in STON in Q4 2015 and held it in 3 quarters. The position peaked at $600K in Q3 2017. 52 funds tracked by Wall St. Rank hold STON as of Q1 2018.

JP Morgan Private Wealth Advisors reported no remaining StoneMor Inc. position as of Q1 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 72,008 StoneMor Inc. shares in Q1 2018, an estimated $472K.
JP Morgan Private Wealth Advisors first reported a position in StoneMor Inc. in Q4 2015 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's StoneMor Inc. position peaked at $600K in Q3 2017.
52 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.